UMB ASSET MANAGEMENT, LLC
CRD #306374 SEC #801-117738 KANSAS CITY, MO 816-860-7000
SEC Registered Private Funds
Total AUM
$47.5M
Discretionary
$0
Employees
7
Clients
--
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAREW, THOMAS, E | I | DIRECTOR FOR PRIVATE INVESTMENTS | NA | Control |
| CAREW, THOMAS, E | I | DIRECTOR FOR PRIVATE INVESTMENTS | NA | Control |
| MCGEORGE, DANNY, SCOTT | I | CCO | NA | |
| MCGEORGE, DANNY, SCOTT | I | CCO | NA | |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| NEWTON, NIKKI, FARENTINO | I | PRESIDENT | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CCO | NA | |
| SMITH, JEFFREY, ANDREW | I | CCO | NA | |
| SMITH, JEFFREY, ANDREW | I | CCO | NA | |
| SMITH, JEFFREY, ANDREW | I | CCO | NA | |
| SMITH, JEFFREY, ANDREW | I | CCO | NA | |
| SMITH, JEFFREY, ANDREW | I | CCO | NA | |
| Starkman, Kristine, Alane | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Starkman, Kristine, Alane | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEEKS, DANIEL, WILLIAM | I | MANAGING DIRECTOR & CCO | NA | Control |
| WEEKS, DANIEL, WILLIAM | I | MANAGING DIRECTOR & CCO | NA | Control |
| WEEKS, DANIEL, WILLIAM | I | MANAGING DIRECTOR & CCO | NA | Control |
| WEEKS, DANIEL, WILLIAM | I | MANAGING DIRECTOR & CCO | NA | Control |
| WEEKS, DANIEL, WILLIAM | I | MANAGING DIRECTOR & CCO | NA | Control |
| WEEKS, DANIEL, WILLIAM | I | MANAGING DIRECTOR & CCO | NA | Control |
| Ward, Jacquelyn, Elise | I | DIRECTOR-PRIVATE INVESTMENTS | NA | |
| Ward, Jacquelyn, Elise | I | DIRECTOR-PRIVATE INVESTMENTS | NA | |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
| UMB FINANCIAL CORP | DE | STOCK HOLDER | E | Control |
Registrations
Federal
IA
Jun 30, 2025 REGISTERED
Notice Filings (5)
AZ CO DE KS MO
Address
1010 GRAND3RD FLOOR
KANSAS CITY, MO 64106
United States
Phone: 816-860-7000