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UBEQUITY WEALTH MANAGEMENT
UBEQUITY WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $50 million in regulatory assets under management. The firm manages $46 million...
Overview
UBEQUITY WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $50 million in regulatory assets under management. The firm manages $46 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
Who makes investment decisions at UBEQUITY WEALTH MANAGEMENT?
Investment decisions are made by the firm's advisory team, though specific principals have not been named publicly. As an RIA, the firm operates under SEC regulations requiring a designated chief compliance officer and fiduciary oversight.
How does UBEQUITY source private investment opportunities?
The firm sources direct deals and fund placements through advisor networks and limited partner relationships. No proprietary deal-sourcing platform has been publicly disclosed.
Does UBEQUITY focus on any specific sectors or asset classes?
The firm invests broadly across public equities, fixed income, and alternatives. Sector specialization has not been stated. Portfolio construction is customized per client.
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