Universa Investments L.P.
Miami, FL·SEC-registered · CRD #146052
Universa Investments L.P. is an SEC-registered investment advisory firm in Miami, FL managing $21B across 45 client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$21B
Client accounts
45
Advisory staff
5
Fee model
Fee-only
How Universa Investments L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL UNIVERSA INVESTMENTS L.P.
See how Universa compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Universa Investments L.P.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Universa Investments L.P.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Universa Investments L.P.
How much does Universa Investments L.P. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Universa Investments L.P. reports $21B in regulatory assets under management across roughly 45 client accounts.
How does Universa Investments L.P. charge?
Universa Investments L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Universa Investments L.P. a fiduciary?
Yes. Universa Investments L.P. is registered with the U.S. Securities and Exchange Commission (CRD #146052), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Universa Investments L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Universa Investments L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Miami, FL
Profile compiled from Universa Investments L.P.'s public SEC Form ADV filing (CRD #146052, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Universa Investments L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Universa Investments L.P.? Claim this profile.