URBAN FUND MANAGEMENT, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 167491
- Registered since
- October 1, 2013
- Website
- www.urbanoilandgas.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Jeffrey Wheatley
Chief Compliance OfficerCRD 7895220
MATTHEW KIRBY
President, Chief Operating OfficerCRD 6231864
Contacts
1 of 1BONNIE SHEA
Owner, PartnerCRD 4737162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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