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Ursa Financial, LLC

● SEC registered since 2019CRD 306491SEC# 801-117785
Export (members)
Reg. AUM
$13M
Employees
1
Accounts
125
Location

Ursa Financial, LLC assets under management

Ursa Financial, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2019. It reports $13 million in regulatory assets under management and employs 1 people.

Ursa Financial, LLC owners & executives

4 reported
NameTitleOwnershipSince
Ryan Jeffrey Jue ControlChief Compliance OfficerUnder 5%2019
Ursa Technologies ControlOwnerOver 75%2019
Brandon Jeffrey Jue ControlOwner50-75%2019
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Frequently asked questions

How much does Ursa Financial, LLC manage?

Ursa Financial, LLC reports $13 million in regulatory assets under management on its Form ADV.

How many employees does Ursa Financial, LLC have?

Ursa Financial, LLC reports 1 employees.

Does Ursa Financial, LLC disclose fund performance?

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

Contact & registration

Phone415-275-2065
Fax855-345-7910
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$13M
Non-discretionary$0
Total (RAUM)$13M