Ursula Management provides investment management services, primarily to two private investment funds. They may also manage separate accounts. Ursula does not tailor its services to the individual needs of the fund investors, but may tailor services for separately managed accounts to accommodate client restrictions. Ursula does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Ursula Management offers investment management services to private funds and separately managed accounts. The fees are described in each fund's Private Placement Memorandum and are paid quarterly. The firm may agree to different management fees for different clients.
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Location
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