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UNIVERSA INVESTMENTS L.P.
CRD 146052File 801-68696
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 20 | decreased by1 |
| Apr 1, 2026 | Clients | 35 | 45 | increased by10 |
| Apr 1, 2026 | AUM | $17,206,669,687 | $21,349,131,206 | increased by$4,142,461,519 |
| Apr 1, 2026 | Accounts | 35 | 45 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 21 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38 | 35 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,549,429,971 | $17,206,669,687 | increased by$1,657,239,716 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38 | 35 | decreased by3 |
| Apr 1, 2022 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2022 | Clients | 32 | 38 | increased by6 |
| Apr 1, 2022 | AUM | $10,790,521,672 | $15,549,429,971 | increased by$4,758,908,299 |
| Apr 1, 2022 | Accounts | 32 | 38 | increased by6 |
| Jun 1, 2021 | Clients | 29 | 32 | increased by3 |
| Jun 1, 2021 | AUM | $7,650,839,309 | $10,790,521,672 | increased by$3,139,682,363 |
| Jun 1, 2021 | Accounts | 29 | 32 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UNIVERSA INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UNIVERSA INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.