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Ubs Warburg LLC (Stamford)


Ubs Warburg LLC is a large advisory firm based in Stamford. It manages $22 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Massachusetts, and New York.

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Ubs Warburg provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ubs Warburg: assets under management

The assets under management (AUM) of Ubs Warburg LLC is $22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ubs Warburg LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Ubs Warburg LLC performs its advisory services is located at 677 Washington Boulevard, Stamford, CT 06901 3793, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-719-8928 or by fax 203-719-7155. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.ubswarburg.com.


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