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Ursula Management
Ursula Management is a ria based in Locust Valley, founded 2008; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Ursula Management
Ursula Management, LLC is an exempt reporting adviser in Locust Valley, NY. It is based in New York.
General information
Firm type
RIA
Year founded
2008
Location
Region
North America
Country
United States
City
Locust Valley
Corporate office
Westport, CT, United States
Principals
Jonathan S. Sobel
Managing Partner
Sector focus
Frequently asked questions
What is Ursula Management?
Ursula Management is a ria headquartered in Locust Valley, United States.
When was Ursula Management founded?
Ursula Management was founded in 2008.
Where is Ursula Management headquartered?
Ursula Management is headquartered in Locust Valley, United States, in the North America region.
What does Altss track for Ursula Management?
Altss maintains an OSINT-verified profile of Ursula Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Ursula Management?
Ursula Management is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Ursula Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Ursula Management's Altss profile last updated?
Ursula Management's profile on Altss was last refreshed on August 14, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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