AUMdb

Ucap Securities Llc

$79.6M reported client assets across 2 advisory firms in FY2025 annual amendments

Reported client assets over time

$15.4M $20.5M
2024 2025

Same-firm comparison: 1 firms that reported Ucap Securities Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2021, FY2022, FY2023.

Advisory firmRAUM at custodianFirm total AUMShareAs of
Maceratio Llc $59.1M $1.2B 5.0% 03/09/2026
Barnett Capital Advisors Llc $20.5M $161M 12.7% 03/16/2026

From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.