# UTI Investments America Limited

> UTI Investments America Limited is an SEC-registered investment advisory firm in St Peter Port, Guernsey, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated June 11, 2026.

- CRD: 330110
- Filed as: UTI INVESTMENTS AMERICA LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Peter Port, Guernsey
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330110
- AdvisorCensus page: https://advisorcensus.com/firm/uti-investments-america-limited-st-peter-port-330110

## Quick answers

**How is UTI Investments America Limited compensated?**
On its Form ADV (Item 5.E, October 2026), UTI Investments America Limited reports these compensation arrangements: a percentage of assets under its management; other.

**Where is UTI Investments America Limited located?**
UTI Investments America Limited's principal office is in St Peter Port, Guernsey, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is UTI Investments America Limited registered with the SEC or a state?**
UTI Investments America Limited is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330110.

**How have UTI Investments America Limited's assets and staff changed since 2024?**
In the Form ADV data for UTI Investments America Limited: Total employees: 1 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does UTI Investments America Limited report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330110

**Does UTI Investments America Limited state an account minimum?**
Its Form ADV Part 2A brochure dated June 11, 2026 says: "UTI America does not generally impose a minimum dollar value of assets in order to open or maintain an account."

**What changed in UTI Investments America Limited's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 2 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated June 11, 2026)

- Account minimum: None

> UTI America does not generally impose a minimum dollar value of assets in order to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- New York, NY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 1 | July 29, 2024 |
| October 2025 | Not reported | 2 | April 10, 2025 |
| October 2026 | Not reported | 4 | June 11, 2026 |

Total employees: 1 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 2 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. UTI Investments America Limited (CRD 330110): Form ADV filing data as of October 2026.