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Building 2URSULA MANAGEMENT, LLC

Map pinWOODBURY, NY
Phone646-840-4904
NotebookSEC #801-80469
Total AUM
$109.1M
Employees
2
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 CROSSWAYS PARK DRIVE
SUITE 402
WOODBURY
NY 11797
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
646-840-4904

ReceiptFinancials

Total AUM
$109.1M
Accounts
6
Discretionary
$109.1M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$3.6M
Pooled Vehicle Clients
2
AUM
$100.3M
Corporation or Business Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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