UFG PE MANAGERS LTD.
Adviser information for UFG PE MANAGERS LTD. last updated from Form ADV on March 26th, 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 | Bermuda |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-110440 |
|---|---|
| SEC ERA File Number | 802-110440 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288216 |
| Legal Entity Identifier | None |
Principal Office
WILLIAMS HOUSE, 4TH FLOOR20 REID STREET
HAMILTON
Bermuda
Monday - Friday, 9:30-18:30
Tel: 441 296 4304, Fax: None
Websites
Chief Compliance Officer
GARY CARR
20 REID STREET
WILLIAMS HOUSE, 4TH FLOOR
HAMILTON
Bermuda
Tel:
+14415334993
G***@*******M
(Full email address available in API data)
Industry Affiliates
| RE INVESTMENT MANAGEMENT LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| REAL ESTATE | Sponsor, GP, manager of pooled investment vehicles |
| UFG REAL ESTATE MANAGEMENT LIMITED | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| UFG PRIVATE EQUITY FUND II, L.P. | Private Equity Fund | $0.9M | $5.0M | 61 |
| UFG PRIVATE EQUITY FUND III, L.P. | Private Equity Fund | $35.0M | $5.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RYAN, CHARLES, EMMITT | Individual | – | OWNER | 05/2013 | 25-50% |
| FENNER, FLORIAN, WOLFGANG | Individual | PETROVKA GMBH | OWNER | 02/2008 | > 75% |
| PETROVKA GMBH | Foreign Entity | – | OWNER | 12/2014 | 25-50% |
| UFG MANAGEMENT (BERMUDA) LIMITED | Foreign Entity | – | DIRECTOR | 05/2016 | < 5% |