Usca Asset Management LLC

Fee-Only (% of Portfolio)

USCA Asset Management manages private, unregistered investment funds including USCA Absolute Return Strategies, HRG Appreciation Fund, and a series of venture capital funds called the Futurum Funds, alongside managing advisory services for the 13Capital Energy Transition Fund. USCA Asset Management designs its investment strategies around multi-manager approaches, venture capital investments, and direct trading in public securities and derivatives. USCA Asset Management serves pooled investment vehicles and sophisticated investors rather than managing individual retail accounts directly.

Assets Under Management$130M
Clients24
Advisors4
Avg. per Client$5.5M
Avg. per Advisor$33M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4 Advisors at this firm