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UNIVERSA INVESTMENTS L.P.
CRD 146052 · SEC 801-68696
2601 S. BAYSHORE DRIVE, SUITE 2030, MIAMI, FL, 33133, United States
Phone
786-483-3140
Fax
786-483-3141
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$21.35B
Discretionary AUM
$21.35B
Team
20 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; PERFORMANCE-BASED PROFIT ALLOCATIONS
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 45 | $21.35B |
States served
MI, FL
All web addresses on file
Official SEC filing: View on IAPD