# Ursula Management

Ursula Management is a RIA based in Locust Valley, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Locust Valley, United States
- **Region:** North America
- **Address:** Westport, CT, United States
- **Founded:** 2008
- **Assets under management:** $500M - $1B (Altss estimate)

## Regulatory record

- **CRD number:** 172889
- **SEC file number:** 802-119449
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172889

## About

Ursula Management, LLC is an exempt reporting adviser in Locust Valley, NY. It is based in New York.

## Sectors

- Real Estate
- Private Credit
- Venture Capital

## People

- Jonathan S. Sobel — Managing Partner

## Related profiles

- [Complus Asset Management](https://altss.com/profile/complus-asset-management-limited)

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/ursula-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology