Ubs Alternative And Quantitative Investments LLC (Stamford)

Ubs Alternative And Quantitative Investments LLC is a large advisory firm based in Stamford. It manages $29.63 billion of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, Illinois, and New York.

Ubs Alternative And Quantitative Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ubs Alternative And Quantitative Investments: assets under management

The assets under management (AUM) of Ubs Alternative And Quantitative Investments LLC is $29.63 billion. The firm's AUM has grown by 228% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.45 billion in discretionary accounts and $16.18 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.8 billion.

Ubs Alternative And Quantitative Investments has custody of $6.58 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ubs Alternative And Quantitative Investments LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ubs Alternative And Quantitative Investments LLC

Bruce Huddleston Amlicke has served as the Chief Investment Officer since 1 Sep 2010 and Michael Thomas Welch is the Chief Executive Officer of Ubs Alternative And Quantitative Investments LLC family office. Ubs Group Ag joined the executive team most recently as the Parent Company.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Stamford

The principal office where Ubs Alternative And Quantitative Investments LLC performs its advisory services is located at 677 Washington Boulevard, Stamford, CT 06901, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-719-1428 or by fax 203-719-1399. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at ubs.com/alternatives.

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