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Ullico Infrastructure Tax-Exempt Fund, L.P.

Private Equity FundFund ID 805-4599709656Delaware, United States
Gross assets
$5.87B
Min. investment
$5M
Beneficial owners
285
Size rank
Top 1%
Audited
Yes
Structure
Feeder

About this fund

Ullico Infrastructure Tax-Exempt Fund, L.P. is a private equity fund managed by Ullico Investment Advisors, Inc.. The fund reports $5.9 billion in gross assets, placing it among the top 1% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-4599709656
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundYes
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Ullico Infrastructure Taxable Fund, L.P.Private Equity$974.4M
Ullico Diversified International Equity Fund, L.POther Private$876.7M
The Union Labor Life Insurance Company Separate Account ROther Private$421.9M
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Frequently asked questions

How large is Ullico Infrastructure Tax-Exempt Fund, L.P.?

Ullico Infrastructure Tax-Exempt Fund, L.P. reports $5.9 billion in gross assets, among the top 1% of private funds by size.

What is the minimum investment for Ullico Infrastructure Tax-Exempt Fund, L.P.?

The stated minimum investment is $5 million.

Who manages Ullico Infrastructure Tax-Exempt Fund, L.P.?

Ullico Infrastructure Tax-Exempt Fund, L.P. is managed by Ullico Investment Advisors, Inc.

Does Ullico Infrastructure Tax-Exempt Fund, L.P. disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Administrator
Marketer

Reported gross assets

$5.87B▲ 9%
Mar '25 — $5.41BApr '25 — $5.41BMay '25 — $5.41BJun '25 — $5.41BJul '25 — $5.41BAug '25 — $5.41BSep '25 — $5.41BOct '25 — $5.41BNov '25 — $5.41BDec '25 — $5.41BJan '26 — $5.41BFeb '26 — $5.41BMar '26 — $5.87BApr '26 — $5.87BMay '26 — $5.87BJun '26 — $5.87B
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 1%
Larger than 99% of 67,041 private funds
Gross assets vs Private Equity FundsTop 1%
Larger than 99% of 31,066 private equity funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons2%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.