Ullico Investment Advisors – Fund and Executive Details

Fund Companies

Ullico Investment Advisors Inc.

Ullico Investment Advisors is a alternative asset management company based in Silver Spring, MD. They operate 5 private funds and have approximately $1.55 billion in total assets under management (AUM). You can view more information on Ullico Investment Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Ullico Investment Advisors

Ullico Investment Advisors, Inc.
8403 Colesville Road
13th Floor
Silver Spring, MD 20910
United States

Phone: 202-962-8951
Fax: 202-682-6784
Website: http://www.ullico.com

Overview of Ullico Investment Advisors

Org. Type: Corporation

Registration Country: United States

0

SEC#: 801-36371

Org#: 106628

Legal Issues: No legal issues reported

Company Type: Other

Pooled Investments: 26-50 percent

Private Funds Managed(5): Ullico International Small Cap Fund Lp, Ullico Diversified International Equity Fund Lp , Ullico International Group Trust , Ullico Infrastructure Tax Exempt Fund Lp , Ullico Infrastructure Taxable Fund Lp

Ownership/Leadership of Ullico Investment Advisors

 

Ullico Inc.Beneficial Owner
Cathy Ann HumphreyDirector, Chief Operating Officer
Joseph Richard LinehanPresident, Director
Ullico Investment Advisors Inc.Owner (Relying Adviser)
Ullico Infrastructure Partners LLCOwner (Relying Adviser)
Joseph Richard LinehanManager (Relying Adviser)
Adam Mark FriedSecretary Treasurer, Chief Financial Officer
Herbert KolbenDirector

Ullico Investment Advisors Key Stats and Charts

Discretionary AUM: $1.55 billion

Ullico Investment Advisors discretionary AUM

Rank: 1254 out of 6900 private fund companies

Total AUM: $1.55 billion

Ullico Investment Advisors total assets under management (AUM)

Rank: 1327 out of 6900 private fund companies

# of Accounts: 10

Ullico Investment Advisors total client accounts

Rank: 1776 out of 6900 private fund companies

Average Account Size: 154673460.1

Ullico Investment Advisors average account size

Rank: 1287 out of 6900 private fund companies

# of Employees: 22

Ullico Investment Advisors has 22 employees

Rank: 1229 out of 6900 private fund companies

# of Private Funds: 5

Ullico Investment Advisors operates 5 private Other funds

Rank: 1590 out of 6900 private fund companies