UNIVERSA INVESTMENTS L.P.
CRD #146052 SEC #801-68696 MIAMI, FL 786-483-3140
SEC Registered Private Funds Disclosures
Total AUM
$17.2B
Discretionary
$17.2B
Employees
21
Clients
--
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $17.2B | $17.2B | $0 | 21 | 0 |
| Mar 2025 | $17.2B | $17.2B | $0 | 21 | 0 |
| Jul 2024 | $16.2B | $16.2B | $0 | 20 | 0 |
| Mar 2024 | $16.2B | $16.2B | $0 | 20 | 0 |
| Mar 2023 | $16.4B | $16.4B | $0 | 20 | 0 |
| Jul 2022 | $15.5B | $15.5B | $0 | 18 | 0 |
| May 2022 | $15.5B | $15.5B | $0 | 18 | 0 |
| Mar 2022 | $15.5B | $15.5B | $0 | 18 | 0 |
| May 2021 | $10.8B | $10.8B | $0 | 17 | 0 |
| Mar 2021 | $7.7B | $7.7B | $0 | 17 | 0 |
| Nov 2020 | $4.4B | $4.4B | $0 | 16 | 0 |
| Mar 2020 | $4.4B | $4.4B | $0 | 16 | 0 |
| Mar 2019 | $4.1B | $4.1B | $0 | 15 | 0 |
| Dec 2018 | $4B | $4B | $0 | 15 | 0 |
| Dec 2018 | $4B | $4B | $0 | 15 | 0 |
| Nov 2018 | $2.9B | $2.9B | $0 | 15 | 0 |
| Mar 2018 | $2.9B | $2.9B | $0 | 15 | 0 |
| Mar 2017 | $2.2B | $2.2B | $0 | 14 | 11 |
| Sep 2016 | $1.9B | $1.9B | $0 | 13 | 11 |
| Mar 2016 | $57.1M | $57.1M | $0 | 13 | 11 |
| Aug 2015 | $246.3M | $246.3M | $0 | 14 | 11 |
| Jun 2015 | $43.7M | $43.7M | $0 | 14 | 11 |
| Mar 2015 | $56.4M | $56.4M | $0 | 14 | 11 |
| Mar 2014 | $98.2M | $98.2M | $0 | 13 | 11 |
| Oct 2013 | $91.3M | $91.3M | $0 | 12 | 11 |
| Sep 2013 | $51M | $51M | $0 | 12 | 11 |
| Aug 2013 | $51M | $51M | $0 | 12 | 11 |
| Aug 2013 | $51M | $51M | $0 | 12 | 11 |
| Jun 2013 | $51M | $51M | $0 | 12 | 11 |
| Mar 2013 | $48M | $48M | $0 | 12 | 11 |
| Aug 2012 | $41M | $41M | $0 | 11 | 1 |
| Mar 2012 | $41M | $41M | $0 | 11 | 1 |
| Apr 2011 | $68.3M | $68.3M | $0 | -- | -- |
| Dec 2010 | $3.7B | $3.7B | $0 | -- | -- |
| Apr 2010 | $3.7B | $3.7B | $0 | -- | -- |
| Apr 2009 | $1.8B | $1.8B | $0 | -- | -- |
| Apr 2009 | $1.5B | $1.5B | $0 | -- | -- |
| Dec 2007 | $147M | $147M | $0 | 10 | -- |
DateApr 2025
Total AUM$17.2B
Discretionary$17.2B
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$17.2B
Discretionary$17.2B
Non-Disc.$0
Employees21
Clients0
DateJul 2024
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees20
Clients0
DateJul 2022
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees18
Clients0
DateMay 2022
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$15.5B
Discretionary$15.5B
Non-Disc.$0
Employees18
Clients0
DateMay 2021
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees17
Clients0
DateNov 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees15
Clients0
DateDec 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees15
Clients0
DateDec 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees15
Clients0
DateNov 2018
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees14
Clients11
DateSep 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees13
Clients11
DateMar 2016
Total AUM$57.1M
Discretionary$57.1M
Non-Disc.$0
Employees13
Clients11
DateAug 2015
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees14
Clients11
DateJun 2015
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees14
Clients11
DateMar 2015
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees14
Clients11
DateMar 2014
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees13
Clients11
DateOct 2013
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees12
Clients11
DateSep 2013
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees12
Clients11
DateAug 2013
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees12
Clients11
DateAug 2013
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees12
Clients11
DateJun 2013
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees12
Clients11
DateMar 2013
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees12
Clients11
DateAug 2012
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees10
Clients--