UMATIYA INVESTMENT GROUP LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 340680
Firm profile
FINTRXOverview
Umatiya Investment Group LLC is a small, privately held investment manager that operates primarily as the sponsor and general partner of pooled investment vehicles. The firm is organized as a limited liability company with an individual owner and is classified as unclassified in the available registry notes. Public data on its retail advisory business, client relationships and fee schedules is minimal; the firm’s visible activity centers on sponsoring and managing at least one pooled vehicle rather than running a traditional multi-client RIA platform. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser in the available summary. Its stated business activities include acting as sponsor, general partner and managing member of pooled investment vehicles, which implies governance and operational control over fund-level decisions and GP economics rather than broad-based wealth advisory services to a large client base.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Samit Umatiya
Managing PartnerCRD 7779674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
WILLIAMSON
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- WILLIAMSON
- Address
- 13701 Wiregrass Way
- Time zone
- CT (UTC-6)
- Office locations
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