RIA Intel›Advisers›Connecticut›UBS HEDGE FUND SOLUTIONS LLC

UBS HEDGE FUND SOLUTIONS LLC

Advisory

N·STAMFORD, CT

Data as of Apr 4, 2024 · Source: SEC Form ADV

Total AUM

$39.2B

1-Year AUM Growth

-1.4%

3-Year CAGR

+1.1%

Employees

73

Assets Under Management

Total AUM$39.2B

Discretionary AUM$24.5B

Non-Discretionary AUM$14.7B

Discretionary %62.6%

Total Clients—

Team

Total Employees73

Investment Advisers81

Employee Growth (1Y)—

Filing History

Total Filings on Record85

First FilingMar 23, 2004

Latest FilingApr 4, 2024

🔒 Full AUM trend chart and 85 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on UBS HEDGE FUND SOLUTIONS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.