A complete list of active advisors currently associated with URI Capital Management, LLC

Warmer can help you find a great advisor at URI Capital Management, LLC or one who fits your needs even better.

URI Capital Management provides ongoing portfolio management to two private pooled investment vehicles and a small number of separately managed accounts, offering discretionary trading authority for the funds and client‑specific Investment Policy Statements for separately managed accounts. The firm manages and evaluates investments across mutual funds, equities, ETFs, REITs, and other securities as appropriate to clients’ stated objectives. Its investment approach centers on fundamental analysis and the use of both long‑ and short‑term trading strategies to implement portfolio decisions. For its pooled vehicles the firm charges performance‑based compensation and issues regular investor reporting and audited statements to qualified investors, while separately managed accounts receive custodian statements and tailored policy documentation. What distinguishes the firm from many similarly structured advisers is its role as an adviser to private pooled funds and its acceptance of performance‑based fees for those funds, a combination that is uncommon among independent advisers of this size. The firm also maintains a concentrated client base and focuses reporting and audited disclosures to qualified investors rather than serving a broad population of non‑high‑net‑worth retail individuals.

To learn more about the advisors currently working at URI Capital Management, LLC, 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.

Name	Location	Years of experience
Brian Pitkin	Indianapolis, IN	14

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