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Building 2UNIVERSA INVESTMENTS L.P.

Map pinMIAMI, FL
Phone786-483-3140
NotebookSEC #801-68696
Total AUM
$21.3B
Employees
20
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2601 S. BAYSHORE DRIVE
SUITE 2030
MIAMI
FL 33133
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
786-483-3140
Other Offices
1

ReceiptFinancials

Total AUM
$21.3B
Accounts
45
Discretionary
$21.3B
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
45
AUM
$21.3B

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERFORMANCE-BASED PROFIT ALLOCATIONS

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLMI

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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