{
  "crd_number": 146052,
  "slug": "universa-investments-l-p-miami-fl-146052",
  "primary_business_name": "UNIVERSA INVESTMENTS L.P.",
  "legal_name": "UNIVERSA INVESTMENTS L.P.",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-01-17",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 21349131206.0,
  "raum_discretionary": 21349131206.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 20,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 21349131206.0,
      "count": 45
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "MI"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/UNIVERSA-INVESTMENTS-L.P.",
    "https://universa.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146052",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/universa-investments-l-p-miami-fl-146052",
  "display_name": "Universa Investments L.P.",
  "summary": "Universa Investments L.P. is an SEC-registered investment advisory firm in Miami, FL, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Universa Investments L.P. (CRD 146052): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Universa Investments L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Universa Investments L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Universa Investments L.P. located?",
      "a": "Universa Investments L.P.'s principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Universa Investments L.P. registered with the SEC or a state?",
      "a": "Universa Investments L.P. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146052."
    },
    {
      "q": "How much does Universa Investments L.P. manage?",
      "a": "Universa Investments L.P. reports $21,349,131,206 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Universa Investments L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Universa Investments L.P.: Regulatory assets under management: $10,790,521,672 in the October 2021 data and $21,349,131,206 in the October 2026 data, up 98%. Total employees: 17 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Universa Investments L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (45)."
    },
    {
      "q": "Does Universa Investments L.P. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146052"
    },
    {
      "q": "What changed in Universa Investments L.P.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $17,206,669,687 to $21,349,131,206 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10790521672.0,
      "total_employees": 17,
      "filing_date": "2021-05-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15549429971.0,
      "total_employees": 18,
      "filing_date": "2022-07-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16440053423.0,
      "total_employees": 20,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 16160165483.0,
      "total_employees": 20,
      "filing_date": "2024-07-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 17206669687.0,
      "total_employees": 21,
      "filing_date": "2025-04-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 21349131206.0,
      "total_employees": 20,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $17,206,669,687 to $21,349,131,206 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/universa-investments-l-p-miami-fl-146052.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 21349131206.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146052",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}