UAS ASSET MANAGEMENT
UNITED AMERICAN SECURITIES, INC. Legal Name
Adviser information for UAS ASSET MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 340 | $409.9M |
Non-Discretionary | 4 | $4.1M |
Total | 344 | $413.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 163 | $32.1M |
HNW Individuals | 159 | $222.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $84.9M |
Pension and profit sharing plans | 9 | $8.0M |
Charitable organizations | 5 | $28.3M |
State or municipal gov entities | <5 | $9.6M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 5 | $28.1M |
Other | <5 | $207,305 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMPerformance-based fees |
Principal Office
655 THIRD AVENUESUITE 2906
NEW YORK
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 212-983-5822, Fax: 212-983-5842
Websites
Chief Compliance Officer
ALI GRANMAYEH
MANAGING DIRECTOR
655 THIRD AVENUE, SUITE 2906
NEW YORK
NY
United States
Tel:
2129835879
Fax:
2129835842
A*******@********M
(Full email address available in API data)
Regulatory Contact
BAHMAN MOSSAVAR-RAHMANI
PRESIDENT
655 THIRD AVENUE
SUITE 2906
NEW YORK
NY
United States
Tel:
212-983-5836
Fax:
212-983-5842
B*******@********M
(Full email address available in API data)
Industry Affiliates
KITTY HAWK MANAGEMENT | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
KITTY HAWK INVESTMENT PARTNERS, LP | Hedge Fund | $84.9M | $0.3M | 30 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MOSSAVARRAHMANI, BAHMAN | Individual | – | PRESIDENT AND MAJORITY SHAREHOLDER | 10/1987 | > 75% |
MOSSAVARRAHMANI, YASMIN | Individual | – | SHAREHOLDER | 10/1987 | 5-10% |
GERANMAYEH, ALI | Individual | – | MANAGING DIRECTOR AND CCO | 04/2004 | < 5% |
Mossavar-Rahmani, Darius, H | Individual | – | DIRECTOR | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC CL A | COM | 12M | 65K | – |
AMAZON COM INC | COM | 68M | 352K | – |
APPLE INC | COM | 20M | 95K | – |
ASML HOLDING N V | N Y REGISTRY SHS | 2M | 2K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 127M | 312K | – |
COSTAR GROUP INC | COM | 2M | 30K | – |
COSTCO WHSL CORP NEW | COM | 32M | 38K | – |
LILLY ELI & CO | COM | 11M | 12K | – |
META PLATFORMS INC | CL A | 22M | 43K | – |
MICROSOFT CORP | COM | 87M | 194K | – |
NOVO-NORDISK A S | ADR | 2M | 13K | – |
NVIDIA CORPORATION | COM | 6M | 51K | – |
PEPSICO INC | COM | 1M | 7K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPON ADS | 12M | 67K | – |
TESLA INC | COM | 10M | 52K | – |
UBER TECHNOLOGIES INC | COM | 3M | 40K | – |