UCAP AMERICAS

UCAP ASSET MANAGEMENT LLC

CRD 170846 · SEC 801-79625

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1221 BRICKELL AVENUE, SUITE 2040, MIAMI, FL, 33131, United States

Phone

646-809-3600

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$208.2M

Discretionary AUM

$178.7M

Team

14 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; 12B-1 FEES

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES

Client types

Type	Clients	AUM
Individuals	9	$2.4M
High net worth individuals	88	$62.2M
Corporations/business entities	92	$143.6M

States served

CA, DE, GA, IL, MS, NY, PR, SC, TN, VA, TX, FL

All web addresses on file

https://www.linkedin.com/company/union-capital-group-usa-/
HTTP://WWW.UCAPAMERICAS.COM

Official SEC filing: View on IAPD