University Ventures

RIASEC Registered

Total AUM

$363M

Discretionary

$363M

100% of AUM

Avg account

$36.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 163575
Registered since: July 10, 2014
Website: www.universityventures.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

University Ventures is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2014. The firm serves an institutional client base and focuses on portfolio management for pooled investment vehicles; it also acts as a sponsor and general partner/managing member for those vehicles. Compensation mixes a percentage-of-assets model with performance-based fees. University Ventures does not identify as an active ESG investor and is not registered as a multi-state adviser.