UFD CAPITAL

UFD CAPITAL, LLC Legal Name

Adviser information for UFD CAPITAL last updated from Form ADV on January 18th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Indiana, United States

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 802-122304
SEC ERA File Number 802-122304
SEC CIK Numbers None
SEC CRD Numbers 315247
Legal Entity Identifier None

Principal Office

4180 WEST RUBY COURT
JASPER
IN
United States
Monday - Friday, 6PM-8PM
Tel: 812-639-9989, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
UFD CAPITAL VALUE FUND, LP Hedge Fund $0.9M $0.1M 3

Control Persons

Name Type Entity Title Since Ownership
Young, Logan Individual CIO 04/2021 50-75%
Young, Craig, Alan Individual MEMBER 04/2021 50-75%

No. Employees, Historic

000202120222023202420250 on 8/12/20210 on 1/2/20220 on 3/26/20230 on 1/18/2024