Key facts
- Ullico Investment Advisors is a asset manager based in Silver Spring, United States.
- Ullico Investment Advisors reports $116.8M in regulatory assets under management across 9 private funds, per its SEC Form ADV (2026-03).
About Ullico Investment Advisors
Founded in 1990
Registered with the SEC
Form ADV · 2026-03 · CRD 106628- Regulatory AUM
- $116.8M
- Private fund assets
- $8.9B
- Private funds
- 9 · 2 private equity, 1 real estate, 6 other
- Staff
- 92
- Registered office
- SILVER SPRING, MD
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ULLICO INVESTMENT ADVISORS, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Ullico Investment Advisors are on record yet. Positions surface from round participations, filings, and coverage.
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