URBAN FUND MANAGEMENT, LLC

RIASEC RegisteredEst. 2013
Total AUM
$768M
Discretionary
$768M
100% of AUM
Avg account
$85.3M
Accounts
9
Employees
67
Advisory reps
3

Firm details

Headquarters
Plano, Texas
CRD number
167491
Registered since
October 1, 2013
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Urban Fund Management, LLC is a privately owned limited liability company that has been SEC-registered since 2013. The firm serves institutional clients and focuses on managing pooled investment vehicles; it also functions as sponsor, general partner and managing member of those vehicles. Its fee arrangements include asset-based fees, performance-linked compensation and other fee components, which is consistent with a manager that runs closed-end or pooled funds with incentive structures. The adviser is classified as “unclassified” in the snapshot data and is not identified as an active ESG investor or a multi-state adviser. Ownership is held by an individual, and the firm is positioned to operate primarily as an institutional fund manager rather than a retail RIA.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeffrey Wheatley

    Chief Compliance OfficerCRD 7895220

  • MATTHEW KIRBY

    President, Chief Operating OfficerCRD 6231864

Contacts

1 of 1
  • BONNIE SHEA

    Owner, PartnerCRD 4737162

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
1000 14th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth