RIA Intelligence

URSULA MANAGEMENT, LLC

CRD #172889 SEC #802-119449 WOODBURY, NY 646-840-4903
State Registered Exempt Reporting Private Funds
Total AUM
$109.1M
Discretionary
$109.1M
Employees
2
Clients
--
Accounts
6

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Dowell, Alisha, PerdueICHIEF COMPLIANCE OFFICERNA Control
Dowell, Alisha, PerdueICHIEF COMPLIANCE OFFICERNA Control
Dowell, Alisha, PerdueICHIEF COMPLIANCE OFFICERNA Control
Dowell, Alisha, PerdueICHIEF COMPLIANCE OFFICERNA Control
JANECEK, ROBERT, JOSEPHIPARTNER AND CCO OF URSULA MANAGEMENT AND URSULA INVESTORSNA Control
JANECEK, ROBERT, JOSEPHIPARTNER AND CCO OF URSULA MANAGEMENT & URSULA INVESTORSNA Control
JANECEK, ROBERT, JOSEPHIPARTNER AND CCO OF URSULA MANAGEMENT & URSULA INVESTORSNA Control
JANECEK, ROBERT, JOSEPHIPARTNER AND CCO OF URSULA MANAGEMENT & URSULA INVESTORSNA Control
JANECEK, ROBERT, JOSEPHIPARTNER AND CCO OF URSULA MANAGEMENT & URSULA INVESTORSNA Control
JANECEK, ROBERT, JOSEPHIPARTNER AND CCO OF URSULA MANAGEMENT & URSULA INVESTORSNA Control
JANECEK, ROBERT, JOSEPHIPARTNER AND CCO OF URSULA MANAGEMENT & URSULA INVESTORSNA Control
ENGLANDER, DANIEL, JOHNIMANAGING PARTNER OF URSULA MANAGEMENT AND URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
ENGLANDER, DANIEL, JOHNIMANAGING MEMBER AND MANAGING PARTNER OF URSULA MANAGEMENT & URSULA INVESTORSE Control
Powers, Marc, JamesIPARTNERB Control
Powers, Marc, JamesIPARTNERB Control
Powers, Marc, JamesIPARTNERB Control
Powers, Marc, JamesIPARTNERB Control
Powers, Marc, JamesIPARTNERB Control
Powers, Marc, JamesIPARTNERB Control
Powers, Marc, JamesIPARTNERB Control
Powers, Marc, JamesIPARTNERB Control

Registrations

Federal

ERA
Sep 24, 2025 REGISTERED

Notice Filings (1)

NY

Address

135 CROSSWAYS PARK DRIVE
SUITE 402
WOODBURY, NY 11797
United States
Phone: 646-840-4903