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UNIVERSA INVESTMENTS L.P.
CRD 146052File 801-68696
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$21.35B
Top 10% of cohort (national)
Discretionary AUM
$21.35B
Clients
45
45 accounts
Employees
20
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 17, 2008
- Principal office
- 2601 S. BAYSHORE DRIVE, SUITE 2030, MIAMI, FL, 33133
- Phone
- 786-483-3140
- Website
- HTTP://WWW.UNIVERSA.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.35B
- Discretionary AUM
- $21.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 45
- Non-discretionary accounts
- 0
- Total accounts
- 45
- AUM per client
- $474.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 45 | $21.35B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERFORMANCE-BASED PROFIT ALLOCATIONS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.