# URSA FINANCIAL, LLC

URSA FINANCIAL, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** ursa.financial
- **LinkedIn:** https://www.linkedin.com/company/ursavest

## Regulatory record

- **CRD number:** 306491
- **SEC file number:** 801-117785
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306491

## About

URSA FINANCIAL, LLC is an SEC-registered investment adviser since 2019. The firm manages approximately $17 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who oversees investment decisions at URSA FINANCIAL, LLC?

No named investment professionals or principals have been publicly identified for URSA FINANCIAL, LLC. The firm does not list a CIO or managing principal in any available source. This lack of disclosure precludes any reliable attribution of investment authority.

### What investment strategy does URSA FINANCIAL, LLC follow?

URSA FINANCIAL, LLC has not published any confirmed investment strategy, sector focus, or asset-class preference. No direct investments, fund commitments, or portfolio companies have been publicly linked to the firm. Without declared strategy, its posture cannot be assessed.

### Where is URSA FINANCIAL, LLC headquartered?

The headquarters location of URSA FINANCIAL, LLC has not been publicly disclosed. Available public records do not provide a city, state, or country for the firm's principal office.

### What is the wealth origin behind URSA FINANCIAL, LLC?

The source of wealth for URSA FINANCIAL, LLC has not been publicly attributed to any individual, family branch, or commercial entity. No public filings or press coverage identify the origin of capital managed by the firm.

### What is the legal and tax structure of URSA FINANCIAL, LLC?

URSA FINANCIAL, LLC is registered as a limited liability company. Details regarding its domicile, tax classification, or regulatory status are not publicly available.

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Last updated: 2026-07-11T13:42:37.000Z

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