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| Happy Holidays!! thanks for using AUM13F!! |
| USCA Asset Management LLC
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| CRD # | 137045 |
| SEC # | 801-64873 |
| CIK # | 0001869954 |
| AUM | $173.6 M (2025-03-27) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 713-366-0500 |
| Address | 4444 Westheimer Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 28.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 24 | 145.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 173.6 |
| By Discretionary | ||
| Discretionary | 25 | 173.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.6 | |
| Total | 25 | 173.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Solomon | 75 | ||
| Philip Pilibosian | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001869954] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| USCA All Terrain Fund | |
| USCA Asset Management LLC |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
USCA Asset Management LLC
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|
TX | 0.2 |
|
USCA RIA LLC
✚
|
TX | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miura Global Management LLC
✚
|
NY | 0.2 |
|
Sheffield Asset Management LLC
✚
|
IL | 0.2 |
|
Blkbrd Asset Management LP
✚
|
CT | 0.2 |
|
Voyager Management LLC
✚
|
CA | 0.2 |
|
Callaway Capital Management LLC
✚
|
TN | 0.2 |
|
West Tower Group LLC
✚
|
VA | 0.2 |
|
Cambrian Asset Management Inc
✚
|
CA | 0.2 |
|
FCCI Consulting LLC
✚
|
NY | 0.2 |
|
Empery Asset Management LP
✚
|
NY | 0.2 |
|
GSV Asset Management LLC
✚
|
TX | 0.2 |