Overview
Assets Under Management: $208 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 88
Average Client Assets: $0.7 million
Frequently Asked Questions
UCAP AMERICAS 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 #170846), UCAP AMERICAS is subject to fiduciary duty under federal law.
UCAP AMERICAS is headquartered in MIAMI, FL.
UCAP AMERICAS serves 88 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, UCAP AMERICAS offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
UCAP AMERICAS manages $208 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, UCAP AMERICAS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.86%
Average Client Assets: $0.7 million
Total Client Accounts: 184
Discretionary Accounts: 168
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 170846
Filing ID: 2060338
Last Filing Date: 2026-03-27 20:51:27