Overview
Assets Under Management: $39.2 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 1
Average Client Assets: $166.1 million
Frequently Asked Questions
UBS HEDGE FUND SOLUTIONS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131034), UBS HEDGE FUND SOLUTIONS is subject to fiduciary duty under federal law.
UBS HEDGE FUND SOLUTIONS is headquartered in STAMFORD, CT.
UBS HEDGE FUND SOLUTIONS serves 1 high-net-worth clients according to their SEC filing dated April 04, 2024. View client details ↓
According to their SEC Form ADV, UBS HEDGE FUND SOLUTIONS offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
UBS HEDGE FUND SOLUTIONS manages $39.2 billion in client assets according to their SEC filing dated April 04, 2024.
According to their SEC Form ADV, UBS HEDGE FUND SOLUTIONS serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.42%
Average Client Assets: $166.1 million
Total Client Accounts: 106
Discretionary Accounts: 86
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 131034
Filing ID: 1857282
Last Filing Date: 2024-04-04 09:14:00