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UNIVERSE, INC.

Advisory

BROOKLYN, NY

Data as of Feb 7, 2026 · Source: SEC Form ADV

Rank in NY
#4,816
of 5,722 advisers by AUM
Average account
$176K
across 160 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 7, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
119
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients119
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

COBRA MANAGEMENT, L.L.C.
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GROUP G CAPITAL PARTNERS, LLC
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$28M
-84.0% 1Y
ROSENBAUM, LANNY, KEVIN
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$28M
CAUSALITY GLOBAL INVESTORS LLC
NEW YORK, NY
$28M
+4.5% 1Y
MCPHERSON FINANCIAL ADVISORS, INC.
$28M
HARVEY PARTNERS, LLC
NEW YORK, NY
$28M

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