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
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.
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.
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