ULLICO INVESTMENT ADVISORS, INC.

Overview

Ullico Investment Advisors, Inc. is a corporation that has been registered with the SEC since 1990. The firm operates primarily with institutional clients and charges advisory fees tied to assets under management. Its regulatory and business footprint includes acting as a commodity pool operator/commodity trading adviser (CPO/CTA) and providing portfolio management for pooled investment vehicles and for businesses or institutions. The firm also conducts manager selection for third-party advisers and serves in sponsor/GP/managing-member roles for pooled vehicles. Ullico does not identify as an active ESG investor. The firm’s mandate spans private equity and real estate strategies and is structured as a multifaceted fund manager. Ownership is described as domestic entity and individual, and the firm maintains industry affiliations that include broker-dealer and insurance company relationships in addition to its CPO/CTA activities.

Assets & Accounts

Investments & Alternatives

Location & Offices