ULLICO INVESTMENT ADVISORS, INC.
CRD #106628 SEC #801-36371 SILVER SPRING, MD 202-962-8951
SEC Registered Private Funds
Total AUM
$12.8B
Discretionary
$12.8B
Employees
87
Clients
--
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $12.8B | $12.8B | $0 | 87 | 1 |
| Mar 2025 | $12.8B | $12.8B | $0 | 87 | 1 |
| May 2024 | $11.3B | $11.3B | $0 | 83 | 2 |
| Mar 2024 | $11.3B | $11.3B | $0 | 83 | 2 |
| Jul 2023 | $10.4B | $10.4B | $0 | 72 | 1 |
| May 2023 | $10.4B | $10.4B | $0 | 72 | 1 |
| Mar 2023 | $10.4B | $10.4B | $0 | 72 | 1 |
| Nov 2022 | $9.8B | $9.8B | $0 | 69 | 3 |
| May 2022 | $9.8B | $9.8B | $0 | 69 | 3 |
| Mar 2022 | $9.8B | $9.8B | $0 | 69 | 3 |
| May 2021 | $8.2B | $8.2B | $0 | 62 | 2 |
| Mar 2021 | $8.2B | $8.2B | $0 | 62 | 2 |
| May 2020 | $4.1B | $4.1B | $0 | 43 | 2 |
| Mar 2020 | $4.1B | $4.1B | $0 | 43 | 2 |
| Aug 2019 | $2.9B | $2.9B | $0 | 42 | 2 |
| May 2019 | $2.9B | $2.9B | $0 | 42 | 2 |
| Mar 2019 | $2.9B | $2.9B | $0 | 42 | 2 |
| Jan 2019 | $2.1B | $2.1B | $0 | 22 | 2 |
| Dec 2018 | $2.1B | $2.1B | $0 | 22 | 2 |
| May 2018 | $2.1B | $2.1B | $0 | 22 | 2 |
| Mar 2018 | $1.9B | $1.9B | $0 | 22 | 2 |
| Jun 2017 | $1.5B | $1.5B | $0 | 22 | 11 |
| Mar 2017 | $1.5B | $1.5B | $0 | 22 | 11 |
| Jan 2017 | $1.4B | $1.4B | $0 | 21 | 11 |
| Jun 2016 | $1.4B | $1.4B | $0 | 21 | 11 |
| Mar 2016 | $1.4B | $1.4B | $0 | 21 | 11 |
| Jul 2015 | $1.2B | $1.2B | $0 | 21 | 11 |
| Jun 2015 | $1.2B | $1.2B | $0 | 21 | 11 |
| Apr 2015 | $1.2B | $1.2B | $0 | 21 | 11 |
| Mar 2015 | $1.2B | $1.2B | $0 | 21 | 11 |
| Jul 2014 | $1B | $1B | $0 | 24 | 11 |
| Jun 2014 | $1B | $1B | $0 | 24 | 11 |
| May 2014 | $1B | $1B | $0 | 24 | 11 |
| Mar 2014 | $1B | $1B | $0 | 24 | 11 |
| Jan 2014 | $1.1B | $1.1B | $0 | 26 | 11 |
| May 2013 | $1.1B | $1.1B | $0 | 26 | 11 |
| Apr 2013 | $1.1B | $1.1B | $0 | 26 | 11 |
| Mar 2013 | $1.1B | $1.1B | $0 | 26 | 11 |
| Aug 2012 | $1.3B | $1.3B | $0 | 11 | 11 |
| Jun 2012 | $1.3B | $1.3B | $0 | 11 | 11 |
| Mar 2012 | $1.3B | $1.3B | $0 | 11 | 11 |
| Aug 2011 | $1.5B | $1.5B | $0 | -- | -- |
| Jul 2011 | $1.5B | $1.5B | $0 | -- | -- |
| Jul 2011 | $1.5B | $1.5B | $0 | -- | -- |
| Jun 2011 | $1.5B | $1.5B | $0 | -- | -- |
| Apr 2011 | $1.5B | $1.5B | $0 | -- | -- |
| Mar 2011 | $1.5B | $1.5B | $0 | -- | -- |
| Feb 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Jan 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Dec 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Oct 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Sep 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Sep 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Jun 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Oct 2009 | $886.8M | $886.8M | $0 | -- | -- |
| Apr 2009 | $886.8M | $886.8M | $0 | -- | -- |
| Apr 2009 | $886.8M | $886.8M | $0 | -- | -- |
| Mar 2009 | $886.8M | $886.8M | $0 | -- | -- |
| Mar 2007 | $1.6B | $1.6B | $0 | -- | -- |
| Jan 2007 | $1.8B | $1.8B | $0 | -- | -- |
| Mar 2006 | $1.8B | $1.8B | $0 | -- | -- |
| Jan 2005 | $1.7B | $1.7B | $0 | -- | -- |
| Jan 2005 | $1.7B | $1.7B | $0 | -- | -- |
| Jul 2004 | $1.7B | $1.7B | $0 | -- | -- |
| Jun 2004 | $1.7B | $1.7B | $0 | -- | -- |
| Apr 2004 | $1.7B | $1.7B | $0 | -- | -- |
| Apr 2004 | $1.7B | $1.7B | $0 | -- | -- |
| Apr 2004 | $1.7B | $1.7B | $0 | -- | -- |
| Jan 2004 | $2.6B | $2.6B | $0 | -- | -- |
| Nov 2003 | $2.6B | $2.6B | $0 | -- | -- |
| Apr 2002 | $3.5B | $3.5B | $0 | -- | -- |
| Mar 2002 | $3.5B | $3.5B | $0 | -- | -- |
DateMar 2025
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees87
Clients1
DateMar 2025
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees87
Clients1
DateMay 2024
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees83
Clients2
DateMar 2024
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees83
Clients2
DateJul 2023
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees72
Clients1
DateMay 2023
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees72
Clients1
DateMar 2023
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees72
Clients1
DateNov 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees69
Clients3
DateMay 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees69
Clients3
DateMar 2022
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees69
Clients3
DateMay 2021
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees62
Clients2
DateMar 2021
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees62
Clients2
DateMay 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees43
Clients2
DateMar 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees43
Clients2
DateAug 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees42
Clients2
DateMay 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees42
Clients2
DateMar 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees42
Clients2
DateJan 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees22
Clients2
DateDec 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees22
Clients2
DateMay 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees22
Clients2
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees22
Clients2
DateJun 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees22
Clients11
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees22
Clients11
DateJan 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients11
DateJun 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients11
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients11
DateJul 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients11
DateJun 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients11
DateApr 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients11
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients11
DateJul 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients11
DateJun 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients11
DateMay 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients11
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients11
DateJan 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients11
DateMay 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients11
DateApr 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients11
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients11
DateAug 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients11
DateJun 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients11
DateMar 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients11
DateAug 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$886.8M
Discretionary$886.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$886.8M
Discretionary$886.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$886.8M
Discretionary$886.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$886.8M
Discretionary$886.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees--
Clients--