# Ursula Management, LLC

> Ursula Management, LLC is an exempt reporting adviser in Locust Valley, NY, filing reports since 2020. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 172889
- Filed as: URSULA MANAGEMENT, LLC
- Also doing business as: URSULA CAPITAL PARTNERS, LP, URSULA INVESTORS, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Locust Valley, NY
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172889
- AdvisorCensus page: https://advisorcensus.com/firm/ursula-management-llc-locust-valley-ny-172889

## Quick answers

**Where is Ursula Management, LLC located?**
Ursula Management, LLC's principal office is in Locust Valley, NY, according to its Form ADV.

**How does Ursula Management, LLC report to regulators?**
Ursula Management, LLC is an exempt reporting adviser, filing reports since 2020. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 172889.

**Does Ursula Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172889

## From the Form ADV filing

### Firm details
- Reporting since: 2020 (6 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ursulacapital.com
- ursulainvestors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | April 1, 2022 |
| October 2023 | Not reported | Not reported | July 27, 2023 |
| October 2024 | Not reported | Not reported | February 12, 2024 |
| October 2025 | Not reported | Not reported | March 17, 2025 |
| October 2026 | Not reported | Not reported | March 16, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ursula Management, LLC (CRD 172889): Form ADV filing data as of October 2026.