UASNM Inc - Assets, Funds, Holdings
UASNM Inc
CRD # 132903
SEC # 801-63572
CIK #
AUM
Employees
6 (67% Investors, 0% Brokers)
Phone 505-856-5600
Address 7601 Jeffferson Street NE Albuquerque, NM 87109
Source
[IAPD]
[Website] [LinkedIn]
Total AUM ($M)
400 320 240 160 80 0 2004 2011 2018 2025
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
145
73.4
(b) Individuals (high net worth individuals)
127
296.1
(c) Banking or thrift institutions
0
0.0
(d) Investment companies
0
0.0
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
0
0.0
(g) Pension and profit sharing plans
7
9.6
(h) Charitable organizations
4
19.7
(i) State or municipal government entities
0
0.0
(j) Other investment advisers
0
0.0
(k) Insurance companies
0
0.0
(l) Sovereign wealth funds and foreign official institutions
0
0.0
(m) Corporations or other businesses not listed above
1
0.0
(n) Other
0
0.0
Total
797
398.8
By Discretionary
Discretionary
783
390.9
Non-Discretionary
14
7.9
Total
797
398.8
By Non-United States Persons
Non-United States Persons
0.0
United States Persons
398.8
Total
797
398.8
Firm Profile (Form ADV)
Discretionary AUM $0.3B
Serves Institutional, Retail
Fund Types Real Estate
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