UNIVERSA INVESTMENTS L.P.

2601 S. Bayshore Drive
Suite 2030
Miami, Florida 33133
Tel: 786-483-3140

About UNIVERSA INVESTMENTS L.P.

UNIVERSA INVESTMENTS LP, formally registered with the SEC as UNIVERSA INVESTMENTS LP. The firm was established in 01/17/2008. They have over 2 offices throughout the country.

UNIVERSA INVESTMENTS L.P. is a Miami, Florida based Financial Planning firm with nearly $16,160,165,483 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146052
SEC#	801-68696
Assets Managed by Firm	$16,160,165,483
No. of Clients	37
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based
Other (PERFORMANCE-BASED PROFIT ALLOCATIONS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	37	$16,160,165,483

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