UBS Fund Advisor
About UBS Fund Advisor
UBS Fund Advisor is a Financial Services company based in New York (United States), and was acquired by iCapital in August 2022. Fund management and advisory services are provided to clients. Its chief executive, as recorded, is Lawrence Calcano. Its focus areas include Services for Investment Industry, Asset Management and Financial Advisors.
Company details
UBS Fund Advisor is based in New York, United States, where operations in the financial services sector are conducted. Fund management and advisory services are offered to support investment strategies and portfolio oversight. The company is led by CEO Lawrence Calcano, with focus placed on institutional and individual clients. Activities are centered in the investment management industry, encompassing asset allocation and risk assessment across various markets.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Acquired by iCapital (Aug 2022)
Investors in UBS Fund Advisor
UBS Fund Advisor has secured backing from 1 investor. Prominent investors backing the company include iCapital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Software solutions are provided for managing private investments. | 2013 | icapital.com | New York, United States |
Investor details for UBS Fund Advisor
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Verified entity values are shown only after access is granted.
People of UBS Fund Advisor
1 people are tracked at UBS Fund Advisor (1 in leadership).
| Name | Role | Group |
|---|---|---|
Lawrence Calcano | CEO | Leadership |
Complete people profiles for UBS Fund Advisor
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
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Verified entity values are shown only after access is granted.
Top companies in Investment Banks
3 companies that operate in the same segment as UBS Fund Advisor (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 119.72 B | 80,000 |
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Frequently Asked Questions about UBS Fund Advisor
UBS Fund Advisor is headquartered in New York, United States. It is registered at New York, New York, United States.
Lawrence Calcano is the CEO of UBS Fund Advisor, as recorded in our data.
UBS Fund Advisor is based in New York, United States, where operations in the financial services sector are conducted. Fund management and advisory services are offered to support investment strategies and portfolio oversight. The company is led by CEO Lawrence Calcano, with focus placed on institutional and individual clients. Activities are centered in the investment management industry, encompassing asset allocation and risk assessment across various markets.
UBS Fund Advisor has 1 investor. Key investors include iCapital.
Yes. UBS Fund Advisor was acquired by iCapital in August 2022.