UNIVERSITY CAPITAL STRATEGIES GROUP, LLC
Legal name: UNIVERSITY CAPITAL STRATEGIES GROUP
CRD #137081 SEC #801-65156 SAINT PAUL, MN 651-251-0380
SEC Registered
Total AUM
$90M
Discretionary
$90M
Employees
10
Clients
10
Accounts
10
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 19, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERLIN, HILLEL, SETH | I | CHIEF OPERATING & COMPLIANCE OFFICER | NA | |
| BERLIN, HILLEL, SETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARBITRAGE PARTNERS LLC | DE | MEMBER | D | Control |
| ARBITRAGE PARTNERS LLC | DE | MEMBER | D | Control |
| ARBITRAGE PARTNERS LLC | DE | MEMBER | D | Control |
| ARBITRAGE PARTNERS LLC | DE | MEMBER | D | Control |
| H-G INVESTORS, LLC | DE | MEMBER | C | Control |
| H-G INVESTORS, LLC | DE | MEMBER | C | Control |
| H-G INVESTORS, LLC | DE | MEMBER | C | Control |
| H-G INVESTORS, LLC | DE | MEMBER | C | Control |
| HESS, PATRICK, JOSEPH | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| HESS, PATRICK, JOSEPH | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| HESS, PATRICK, JOSEPH | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HERRICK, GREGORY, SCOTT | I | H-G INVESTORS, LLC | E | Control |
| HERRICK, GREGORY, SCOTT | I | H-G INVESTORS, LLC | E | Control |
| HERRICK, GREGORY, SCOTT | I | H-G INVESTORS, LLC | E | Control |
| HERRICK, GREGORY, SCOTT | I | H-G INVESTORS, LLC | E | Control |
| HESS, PATRICK, JOSEPH | I | ARBITRAGE PARTNERS LLC | E | |
| HESS, PATRICK, JOSEPH | I | ARBITRAGE PARTNERS LLC | E | |
| HESS, PATRICK, JOSEPH | I | ARBITRAGE PARTNERS LLC | E | |
| HESS, PATRICK, JOSEPH | I | ARBITRAGE PARTNERS LLC | E |
Registrations
Federal
IA
Jan 19, 2006 REGISTERED
Notice Filings (1)
MN
Address
408 ST. PETER ST.SUITE 444
SAINT PAUL, MN 55102
USA
Phone: 651-251-0380