Universa Investments L.P
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Overview
Universa Investments L.P is an advisory company that has its headquarters in Miami, Florida. Universa Investments L.P has $16.4 billion in total assets across 41 accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). Universa Investments L.P has a small team, including 5 financial advisors. Universa Investments L.P is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, equities and options.
Universa Investments L.P oversees all of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments without requiring the client's approval. Universa Investments L.P administers an average of $401.0 million for each account. An average financial advisor at Universa Investments L.P oversees around eight client accounts, placing it among the more personalized financial advisor firms in the country.
The firm's headquarters is located at 2601 S. Bayshore Drive, Miami, Florida 33133. The firm is legally permitted to serve customers throughout a few states, including Florida and Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Universa Investments L.P by the Numbers
$16.4 billion
20
41
$401.0 million
Fee Structure
Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by the company can include some combination of the following fee structures: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its 41 accounts, Universa Investments L.P's largest client group is pooled investment vehicles. About 27% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Universa Investments L.P does not have any disclosures.
Please visit its Form ADV for more details.
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