URSULA MANAGEMENT, LLC

Overview

Ursula Management, LLC is an owner-operated, SEC-registered investment adviser established in 2020 and organized as a limited liability company. The firm’s regulatory profile and listed activities indicate its primary role is as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional advisory practice servicing retail households. It is classified as unclassified, is not registered as a multi-state adviser, and is not identified as an active ESG investor. The firm's activity centers on managing pooled private vehicles — most notably a hedge fund — which suggests its investment work is concentrated on fund-level portfolio management, investor governance and capital aggregation rather than broad-based advisory relationships. Its legal and operational posture aligns with managers that run concentrated alternative strategies and serve as the operating manager for the vehicles they sponsor.

Assets & Accounts

Investments & Alternatives

Location & Offices