United Global Advisors, Llc
- Regulatory AUM
- $45.4M
- Discretionary
- $0
- Clients
- 72
- Avg AUM / client
- $631K
- Accounts
- 152
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $14.1M | 31.0% |
| High net worth individuals | 21 | $30.8M | 67.9% |
| Charitable organizations | Fewer than 5 clients | $502K | 1.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2013 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ace Of Swords, Lp master | Hedge Fund | Delaware | $0 | 0 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Doran Joseph Adhami | Managing Member/Chief Compliance Officer | Jun 2013 (13y) | 50% – 75% | |
| Itay Nmn Vinik | Managing Member | Jun 2013 (13y) | 50% – 75% |
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 (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ace Of Swords, Lp | Hedge Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.04 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
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have 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 01, 2026.
View current Form ADV (SEC/IAPD) ↗