Multi-Family Office

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UTA Capital

UTA Capital is an SEC-registered investment adviser in Beverly Hills, CA, established in 2020. It has maintained registration since then. UTA Capital is based...

UTA Capital

UTA Capital is an SEC-registered investment adviser in Beverly Hills, CA, established in 2020. It has maintained registration since then. UTA Capital is based in Beverly Hills, CA.

General information

Firm type

Multi Family Office

Year founded

2021

Location

Region

North America

Country

United States

City

Beverly Hills

Corporate office

San Francisco, CA, United States

Additional offices

New York, NY, United States · West Orange, NJ, United States · Los Angeles, CA, United States

Frequently asked questions

Who runs investment decisions at UTA Capital?

UTA Capital does not publicly disclose the names of its principals or investment committee members. The firm is structured as a multi-family office, so investment decisions are likely made by a team of professional managers reporting to the families it serves.

Is UTA Capital structured as a single family office or a multi-family office?

UTA Capital is a multi-family office, as indicated by its multiple office locations serving families across different cities, rather than being the exclusive investment vehicle for one family.

Does UTA Capital participate in fund commitments or only direct deals?

UTA Capital's specific investment approach is not publicly detailed, but multi-family offices of its type often engage in both direct co-investments and commitments to external funds. Without disclosure, the firm's mix cannot be confirmed.

What investment stages does UTA Capital typically target?

Public information does not specify UTA Capital's stage preferences. Multi-family offices commonly invest across private equity, venture capital, and public markets, covering growth-stage, buyout, and liquid strategies.

Which sectors does UTA Capital explicitly avoid?

UTA Capital has not publicly stated any sector exclusions. The firm's investment strategy is not disclosed in enough detail to identify negative screens.

Where does the underlying wealth come from?

UTA Capital does not disclose the sources of wealth for the families it serves. The firm's name suggests a possible connection to the entertainment industry (given its similarity to UTA, the talent agency), but no public link exists.

Does UTA Capital maintain philanthropic structures, and are they separated?

UTA Capital does not publicly operate any philanthropic foundations or charitable arms. Its families may maintain separate philanthropy, but that is not disclosed.

Profile maintained by 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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