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 an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is organized as an LLC and has been SEC-registered since 2013. Ownership is listed as individual, and the firm commonly serves institutional investors rather than retail households. It acts in sponsor and general partner capacities for pooled vehicles and provides portfolio management for those funds. Fee arrangements include asset-based fees, performance fees, and other fee structures. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.

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

    Matthew Kirby

    President, Chief Operating OfficerCRD 6231864

Contacts

1 of 1
  • Bonnie Shea

    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