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⚲
|
| UMB Private Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 306374 |
| SEC # | 801-117738 |
| CIK # | |
| AUM | $68.4 M (2026-05-22) |
| Employees | 94 (44% Investors, 0% Brokers) |
| Phone | 816-860-7000 |
| Address | 1010 Grand Kansas City, MO 64106 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | FW Tessera Horizon LLC | [2023-03-31] | 2.6 | 42.3 |
| PE | FW Tessera LLC | [2023-03-31] | 15.7 | 5.8 |
| PE | FW Tessera Royale LLC | [2023-03-31] | 4.5 | 5.9 |
| PE | KS Halite LLC | 2022-03-29 | 11.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 68.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 68.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 68.4 |
| Total | 4 | 68.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.4 | |
| Total | 4 | 68.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| UMB Family Wealth LLC | 3 | 1 | ||
| UMB Asset Management LLC | 3 | 1 | ||
| UMB Family Wealth- FW Tessera Royale LLC | 1 | 1 | ||
| UMB Family Wealth- FW Tessera LLC | 1 | 1 | ||
| UMB Family Wealth- FW Tessera Horizon LLC | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lumiere Financial Group LLC
✚
|
NY | 0.1 |
|
Arnerich Massena Inc
✚
|
OR | 0.0 |
|
CJ Capital Management LLC
✚
|
MO | 0.0 |
|
Private Capital Management Inc
✚
|
CA | 0.0 |
|
KBW Asset Management Inc
✚
|
NY | 0.0 |
|
CornerStone Advisory Corp
✚
|
TX | 0.0 |
|
JD Euroway Capital Partners LLC
✚
|
0.0 | |
|
Loop Capital Advisors LLC
✚
|
IL | 0.0 |
|
TBP Advisors Ltd
✚
|
NY | 0.0 |
|
Geier Asset Management Inc
✚
|
MD | 0.0 |