Claim Profile
Unclaimed Profile
RD

Russell Palmer Douglas

URSA FUND MANAGEMENT LLC·DANVILLE, California
SIE, Series 24, Series 56Clean recordURSA FUND MANAGEMENT LLC
156 DIABLO RD, DANVILLE, CA 94526CRD# 5875454Firm CRD# 283363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Palmer Douglas · DANVILLE, CA
Registration
CRD #5875454 · URSA FUND MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
Series 56
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
URSA FUND MANAGEMENT LLC
CRD 283363 · SEC 801-110698
AUM
$157M
Regulatory assets under management
Employees
2
2 client accounts
Services offered by URSA FUND MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

Speak with Russell

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Russell is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DANVILLE?

Browse all registered financial advisors in DANVILLE, California or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Russell Palmer Douglas offer?
Russell Palmer Douglas specializes in Retirement Planning. Contact their office in DANVILLE, California for a consultation.
What are Russell Palmer Douglas's credentials?
Russell Palmer Douglas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Palmer Douglas located?
Russell Palmer Douglas is based in DANVILLE, California, working with URSA FUND MANAGEMENT LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Russell Palmer Douglas charge for services?
Russell Palmer Douglas's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is URSA FUND MANAGEMENT LLC?
URSA FUND MANAGEMENT LLC has approximately 2 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at URSA FUND MANAGEMENT LLC