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UMB Asset Management, LLC

● SEC registered since 2019CRD 306374SEC# 801-117738Kansas City, MO
Export (members)
Ranks #5,633 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$47.5M
Fund GAV
$47.5M
Private funds
4
Employees
7
Accounts
4
Location
Kansas City, MO

UMB Asset Management, LLC assets under management

UMB Asset Management, LLC operates as an SEC-registered investment adviser based in Kansas City, MO. The firm has been registered since 2019. It reports $47.5 million in regulatory assets under management and employs 7 people. UMB Asset Management, LLC manages 4 private funds with combined gross assets of $47.5 million, including Fw Tessera Horizon, LLC. By regulatory assets, it ranks 5,633 of 5,911 private fund managers.

UMB Asset Management, LLC private funds

4 funds · $47.5M GAV
FundTypeGross assetsMin.
Fw Tessera Horizon, LLCPrivate Equity$26.4M$250K
Ks Halite, LLCPrivate Equity$8.9M$250K
Fw Tessera Royale, LLCPrivate Equity$6.2M$250K
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UMB Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kristine Alane Starkman ControlChief Compliance OfficerUnder 5%2025
Thomas E Carew ControlDirector For Private InvestmentsUnder 5%2024
UMB Financial Corp ControlStock HolderOver 75%2019

Frequently asked questions

How much does UMB Asset Management, LLC manage?

UMB Asset Management, LLC reports $47.5 million in regulatory assets under management on its Form ADV.

How many private funds does UMB Asset Management, LLC manage?

UMB Asset Management, LLC manages 4 private funds with combined gross assets of $47.5 million.

How many employees does UMB Asset Management, LLC have?

UMB Asset Management, LLC reports 7 employees.

Where is UMB Asset Management, LLC located?

UMB Asset Management, LLC is based in Kansas City, MO and has been SEC-registered since 2019.

Does UMB Asset Management, LLC disclose fund performance?

UMB Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1010 Grand, 3rd Floor, Kansas City, MO 64106
Phone816-860-7000
Fax816-860-3689
Office hours8:30 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$47.5M
Total (RAUM)$47.5M

Service providers

Auditor
Custodian
Administrator