UBS Asset Management (americas) LLC

Assets Under Management

$542.2B

Number of Clients

399,225

Number of Advisors

33

Avg. Portfolio per Client

$1.4M

Avg. Managed per Advisor

$16.4B

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Unified Global Alternatives (UGA), a collaboration between Global Wealth Management and Asset Management, provides investment advice regarding investments in privately placed pooled investment vehicles and separately managed accounts. UGA offers a range of multi-manager strategies and co-investment opportunities in hedge funds, private equity, private credit, real estate, and infrastructure assets. UGA also provides platform services, including due diligence and structuring, to support single manager access solutions.

Fee Structure

Investment management only (planning not offered)

UGA does not have a standard fee schedule. UGA generally receives management fees equal to a percentage of assets under management. In some cases, UGA receives a fixed fee for its services. UGA may also receive performance-based fees. Fees are negotiated on a client-by-client basis and are based, in part, on the size and scope of the relationship, investment vehicle’s particular structure, investment process and other factors.

Areas of Practice
Investment Management
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Location

1285 Avenue of the Americas, New York, NY, 10019

33 Advisors at this firm

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