A complete list of active advisors currently associated with UAS Asset Management

Warmer can help you find a great advisor at UAS Asset Management or one who fits your needs even better.

UAS Asset Management provides investment management to individuals (including high-net-worth clients), related entities, corporations, non-profits, endowments and pension plans, and also manages a private pooled investment vehicle, Kitty Hawk Investment Partners, LP. The firm reports roughly $493 million in regulatory assets under management and operates with a small advisory team and long institutional history dating to the late 1980s. For separately managed accounts, UAS uses fundamental security analysis and pursues a relatively concentrated equity approach intended for long-term growth while acknowledging higher concentration risk; it generally manages accounts on a discretionary basis and does not track specific benchmarks. In contrast, the Fund is managed more actively and may employ leverage, derivatives, short selling and higher turnover than UAS’s SMA strategies. UAS is notable among similar team firms for serving municipal pension and other public-entity clients while also acting as sponsor, managing member and investment manager to a private fund, and for using performance-based compensation and side‑by‑side management arrangements that the brochure describes and seeks to address through allocation and trade‑execution policies. The firm’s public brochure emphasizes investment management and pooled‑fund activities and does not describe providing standalone financial planning services.

To learn more about the advisors currently working at UAS Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.