Union Bancaire Privee Asset Management is an investment advisor in New York with $230.95 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-56922
FINRA CRD number
111472
AUM ?
$230.95 mm
(as of 30 Mar 21)
Accounts
1
(as of 30 Mar 21)
Employees
3
(2 investment advisory or research)
Address
Union Bancaire Privee Asset Management
540 MADISON AVENUE, 29TH FLOOR
NEW YORK
NY 10022
540 MADISON AVENUE, 29TH FLOOR
NEW YORK
NY 10022
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
212-317-6700
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ubpi Holdings, Inc. | Managing Member | 07/1996 | > 75% |
Union Bancaire Privee | Shareholder | 07/1996 | > 75% |
Cbi Holding, S.a. | Shareholder | 07/1996 | > 75% |
H De P (Holding De Picciotto) | Shareholder | 07/1996 | 50-75% |
Cramb, Ian, Mark | Board of Managers | 07/2012 | < 5% |
Miskiewicz, Elaine | Board of Managers | 06/2015 | < 5% |
Gardiner, William, Simpson | General Counsel & Chief Compliance Officer | 01/2017 | < 5% |
Hdep Continuation Groupe Sa | Shareholder | 12/2018 | > 75% |
De Picciotto, Daniel, Alain | Shareholder | 12/2018 | > 75% |
De Picciotto, Guy | Shareholder | 12/2018 | > 75% |
De Picciotto, Anne Rotman | Shareholder | 12/2018 | > 75% |
De Picciotto, Marc | Shareholder | 12/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Apr 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
13 Nov 19
13F-HR
Quarterly holdings report by institutional manager
13 Aug 19
13F-HR
Quarterly holdings report by institutional manager
15 May 19
13F-HR
Quarterly holdings report by institutional manager
15 May 19