| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ullico Infrastructure Tax-Exempt Fund, L.P. | Private Equity | $5.41B | $5M |
| Ullico Infrastructure Taxable Fund, L.P. | Private Equity | $909.4M | $5M |
| Ullico Diversified International Equity Fund, L.P | Other Private | $659.1M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathy Ann Humphrey Control | Sr. Vice President | Under 5% | 2024 |
| Cathy Ann Humphrey Control | Director, Chief Operating Officer | Under 5% | 2012 |
| Herbert Kolben Control | Director, Sr. Vice President | Under 5% | 2011 |
Ullico Investment Advisors, Inc. reports $12.8 billion in regulatory assets under management on its Form ADV.
Ullico Investment Advisors, Inc. manages 9 private funds with combined gross assets of $8 billion.
Ullico Investment Advisors, Inc. reports 87 employees.
Ullico Investment Advisors, Inc. is based in Silver Spring, MD and has been SEC-registered since 1990.
Ullico Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8403 Colesville Road, 13th Floor, Silver Spring, MD 20910 |
| Phone | 202-962-8951 |
| Fax | 202-682-6784 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $12.75B |
| Non-discretionary | $0 |
| Total (RAUM) | $12.75B |