UNIVERSA INVESTMENTS L.P.

MIAMI, Florida·4 registered advisors·CRD# 146052
SEC# 801-686961786-483-3140
01

Firm Overview

AUM
$16.2B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED PROFIT ALLOCATIONS
03

Specialties

Retirement PlanningWealth Management
04

Advisors at UNIVERSA INVESTMENTS L.P.

4 registered advisors
Brandon Scott Yarckin
MIAMI, Florida
Eric D Spencer
MIAMI, Florida
Mark William Spitznagel
MIAMI, Florida
Nirendran Sanjay Kathirithamby
MIAMI, Florida
05

Office Locations

MIAMI, Florida
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. UNIVERSA INVESTMENTS L.P. (CRD# 146052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.