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UAS Asset Management

Updated today

Client AUM

$309,009,384

Clients

342

Advisors

4

of 6 employees

About

UAS Asset Management provides investment management to individuals (including high‑net‑worth clients) and their related entities such as trusts, estates and retirement plans, as well as for‑profit and not‑for‑profit corporations, endowments, foundations and pension plans of municipalities and other public entities. The firm delivers services through separately managed accounts and by acting as investment manager and managing member/general partner to a private pooled investment vehicle, Kitty Hawk Investment Partners, LP.

The firm’s investment process relies on fundamental, bottom‑up analysis and typically employs relatively concentrated portfolios of established companies for separately managed accounts, with bond exposure added as appropriate. UAS manages its pooled vehicle with a materially different, more speculative approach that may include leverage, derivatives, short selling and more frequent trading, and it uses allocation practices such as an average‑price account to seek equitable trade execution across clients.

What distinguishes UAS from many peers is its role as a private fund sponsor and general partner that receives performance‑based allocations from the Fund and from certain separately managed accounts, and its ability to negotiate bespoke terms for some limited partners. The firm also notes long‑standing client relationships spanning decades and an explicit practice of serving municipal and other public pension clients, a client type that is uncommon among similarly categorized advisers.

Client services

Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies Active portfolio management Private / alternative investments

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Fee options

Percentage

$0 - $500,000: 1.50% annually $500,000 - $2,500,000: 1.25% annually $2,500,000 - $5,000,000: 1.00% annually $5,000,000+: 0.75% annually

Performance-based

Performance-based fees of 20% of net profits in excess of a hurdle rate for Fund investors; certain separately managed account clients may also pay performance-based fees as specified in advisory agreements.

Main office

655 Third Avenue, Suite 2906

New York NY 10017

Advisors at this office

4

Most active in

California · Connecticut · Florida · Georgia · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Virginia

Also doing business as

Mora Securiites, Inc. · Uas Asset Management · United American Securities, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cyrus M

Series 65

New York, NY

UAS Asset Management

Cyrus Mossavar Rahmani is a financial advisor with UAS Asset Management, holding a Series 65 credential and five years of industry experience. His prior roles include working at Keen Venture Partners BV and a period of self-employment. Outside of his advisory work, he manages Parrotia I, LLC, which holds early-stage private company shares as a passive investment. UAS Asset Management provides investment management services to individuals, related entities, and institutional clients including municipalities and public pension plans. The firm employs a fundamental, bottom-up approach with concentrated equity portfolios for separately managed accounts and a more speculative strategy for its private pooled vehicle.

Concentrated stock management Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Henry B

Series 65

New York, NY

UAS Asset Management

Henry Beck is a financial advisor at UAS Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked at the State of Maine, McKee Law, and Jabar LaLiberty Dubord LLC. UAS Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm emphasizes fundamental security analysis and concentrated equity positions for long-term value, while also managing a private pooled investment vehicle that employs a more speculative strategy.

Concentrated stock management Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Bahman M

Series 63, Series 65

New York, NY

UAS Asset Management

Bahman Mossavarrahmani is a financial advisor at UAS Asset Management in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with United American Securities, Inc. since 1987. UAS Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs fundamental security analysis with a focus on concentrated equity positions for long-term value, and also manages a private pooled investment vehicle that pursues a more speculative strategy involving derivatives, short selling, and margin.

Concentrated stock management Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Darius M

Series 65

New York, NY

UAS Asset Management

Darius Mossavar Rahmani is a financial advisor at UAS Asset Management based in New York, NY, holding a Series 65 credential with five years of industry experience. He has been with United American Securities, Inc. since 2016. UAS Asset Management provides discretionary and non-discretionary portfolio management services to individual and institutional clients, including high net worth individuals, trusts, foundations, corporations, and public pension plans. The firm employs a fundamental equity analysis approach with an emphasis on risk controls for separately managed accounts and manages a private pooled investment vehicle with a more speculative strategy.

Concentrated stock management Options & derivatives strategies Active portfolio management Private / alternative investments
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