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| UMB Private Wealth Management LLC
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|---|---|
| CRD # | 306374 |
| SEC # | 801-117738 |
| CIK # | |
| AUM | 68.4 M (2026-05-22) |
| Employees | 94 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 816-860-7000 |
| Address | 1010 Grand Kansas City, MO 64106 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | FW Tessera Horizon LLC | [2023-03-31] | 2.6 M | 42.3 M |
| Filed 2024-04-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | FW Tessera LLC | [2023-03-31] | 15.7 M | 5.8 M |
| Filed 2024-04-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Commission $381,272 · Revenue Decline to Disclose | ||||
| PE | FW Tessera Royale LLC | [2023-03-31] | 4.5 M | 5.9 M |
| Filed 2024-04-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | KS Halite LLC | 2022-03-29 | 11.3 M | |
| AUM Breakdown | Accounts | AUM ($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 Asset Management LLC | Executive Officer | 3 | 1 | |
| Umb Family Wealth LLC | Executive Officer | 3 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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