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) 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.

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.