Ullico Investment Advisors Inc

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Assets, Funds, Holdings

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Ullico Investment Advisors Inc
CRD #106628
SEC #801-36371
CIK #
AUM $2.9 BB (100% Disc, 100% US)
Employees42 (50% Investors, 38% Brokers)
Phone202-962-8951
Address8403 Colesville Road
Silver Spring, MD 20910
Source IAPDexternal Websiteexternal Twitterexternal Facebookexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Ullico Infrastructure Taxable Fund LP 2013-03-21external
164.4
156.3
Other Ullico International Small Cap Fund LP 2012-03-12external
116.9
133.1
PE Ullico Infrastructure Master Fund LP 2010-10-27external
1,435.3
286.8
PE Ullico Infrastructure Tax-Exempt Fund LP 2010-10-27external
1,435.3
1,139.3
Other Ullico Diversified SMID Cap Fund LP 2010-08-27external
5.0
5.6
Other Ullico International Group Trust 2009-12-04external
206.6
41.7
Other Ullico Diversified International Equity Fund LP
454.4
HF Union Alternative Strategies Fund Ltd
1.0
View All
Fund Directors # Filings # Firms 2011-2019
Jeffrey Murphy 4 2
Peter Jones 3 2
Herbert Kolben 5 1
William Cavanagh 5 1
Cathy Humphrey 5 1
Joseph Linehan 5 1
Adam Fried 5 1
Richard Larocque 5 1
Brian Hale 3 1
Kenneth Dunlop Scott 3 1
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3.1
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3.0
Pinnacle Asset Management LP
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3.0
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3.0
Victory Park Capital Advisors LLC
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3.0
Westbridge Capital US Advisors LLC
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2.9
Wood Creek Capital Management LLC
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2.8
Teng Yue Partners LP
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2.8
Pacific Private Fund Advisors LLC
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2.8
Oceanwood Capital Management Ltd
2.8