Ubiquity Management LLC

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Assets, Funds, Holdings

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Ubiquity Management LLC
CRD #311168
SEC #802-119873
CIK #0001538329
AUM
Employees
Phone913-904-5500
Address4622 Pennsylvania Ave
Kansas City, MO 64112
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold AUM
PE Montage-Ubiquity SPV LP [2023-03-28] 94.5 M 1.8 M
Filed 2023-09-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Ubiquity Partners LP [2020-10-28] 0.1 M
Offered $250,000,000 · Filed 2020-08-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $250,000,000 · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Mark Scharosch Executive Officer 3 2
Jamie Earp Executive Officer 2 1
Ajay Ghanekar Executive Officer 2 1
EDGAR Form CIK 2011 - 2026
10-K [0001538329]
10-Q [0001538329]
3 [0001538329]
8-K [0001538329]
D [0001538329]
SC 13D [0001538329]
SC 13G [0001538329]
Form 13D/13G Filer Form 13D/13G Subject Filed
HINN Charles J II Ubiquity Inc [2016-02-17]
Budd Kevin P Ubiquity Inc [2014-12-10]
Carmichael Christopher Ubiquity Inc [2014-12-03]
Firm Profile (Form ADV)
Fund TypesPrivate Equity
Form 3/4/5 Subject 2011 - 2026
Zimmer William L
Ubiquity Inc
Mitsakos Nicholas
Garrison Brenden
Blessley Webb
Carmichael Christopher
Jordan Connie
Seacoast Advisors Inc
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