The UNITED ADVISORS GROUP is a privately held investment adviser that advises $1.28Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. UNITED ADVISORS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 128.13% over the last 5-years.
The Group has been registered with the SEC for 21.14 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 63 FOREST AVENUE, OYSTER BAY, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 10 investment and 4 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $1.28Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 16 other accounts. Assets of High Net Worth Individuals clients own $1.06Bn or 82.5% of Total Assets and Individuals own $136.6mn or 10.67% of Total Assets.
The Group's top investment strategies include Multi Strat and FI/Credit - Diverse, representing 78.39% and 21.61% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and 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 and management fees.
UNITED ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.