The UMB FINANCIAL SERVICES, INC. is a publicly held investment adviser that advises $129.76mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. UMB FINANCIAL SERVICES, INC. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 224.78% over the last 5-years.
The Group has been registered with the SEC for 22.32 years and is comprised of 2 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 1010 GRAND 3RD FLOOR, KANSAS CITY, MISSOURI. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 149 employees comprised of 95 investment and 54 non-investment staff. The total number of Employees increased by 106.94% over the last 5-years.
Their $129.76mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $70.17mn or 54.08% of Total Assets and High Net Worth Individuals own $44.76mn or 34.49% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
UMB FINANCIAL SERVICES, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.