UM
Ubiquity Management, Llc
SEC-registered
Investment Adviser
CRD 311168
· SEC file 802-119873
· Kansas City, MO
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ADV data as of Jun 10, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $129M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Montage Ubiquity Spv, Lp | Private Equity Fund | Delaware | $129M | 111 |
| Ubiquity Partners, Lp | Private Equity Fund | Delaware | $140K | 51 |
Private funds (2, $129M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Montage Ubiquity Spv, Lp | Private Equity Fund | $129M | $100K | 111 |
| Ubiquity Partners, Lp | Private Equity Fund | $140K | $100K | 51 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.13 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
Not reported.
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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗