Usca Asset Management Llc
- Regulatory AUM
- $132M
- Discretionary
- $132M
- Clients
- 24
- Avg AUM / client
- $5.5M
- Accounts
- 24
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 24 | $132M | 100.0% |
Private funds (24)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $154M combined gross assets
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Michael King | Managing Partner | Oct 2013 (13y) | Less than 5% | |
| Patrick Michael Mendenhall | Managing Partner | Oct 2013 (13y) | Less than 5% | |
| Walter Alan Gilmore | Cco | Jun 2021 (5y) | Less than 5% | |
| Dejonckheere, Kasey, Lizann | Chief Financial Officer | Oct 2022 (4y) | Less than 5% | |
| Philip John Pilibosian | Registered representative | Aug 2006 (20y) | ||
| Bryan Lee Prihoda | Registered representative | Mar 2013 (13y) | ||
| Christian Chance Bauman | Registered representative | CFP | Nov 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Usca Llc | Sole Managing Member | Oct 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (24, $154M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 6.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗