UNIVERSA INVESTMENTS L.P.

RIASEC RegisteredEst. 2008
Total AUM
$21.3B
Discretionary
$21.3B
100% of AUM
Avg account
$474M
Accounts
45
Employees
20
Advisory reps
4

Firm details

Headquarters
MIAMI, Florida
CRD number
146052
Registered since
January 17, 2008
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Universa Investments L.P. is a limited partnership that operates as a hedge fund manager and sponsor of pooled investment vehicles. The firm focuses on institutional clients and provides portfolio management for pooled vehicles and for businesses or institutions. It is registered as a commodity pool operator/commodity trading advisor (CPO/CTA), which signals an active role in creating and managing pooled strategies and in advising on trading programs. Fee arrangements include asset-based fees and performance-based fees. The firm’s business profile centers on managing and sponsoring alternative investment strategies through its own funds and managed vehicles. Universa acts as sponsor, general partner, and managing member on its funds, positioning it to both build proprietary strategies and allocate capital to third-party alternative managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • MARK SPITZNAGEL

    Founder and Chief Investment OfficerCRD 2864577

  • BRANDON YARCKIN

    Chief Operating OfficerCRD 4428983

  • NIRENDRAN KATHIRITHAMBY

    Chief Compliance Officer & General CounselCRD 5255780

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth