ULLICO INVESTMENT ADVISORS, INC.
ULLICO INVESTMENT ADVISORS, INC. is a Series C+, debt and other fund in the US and Canada investing in Developer Tools, real-estate, fixed-income and international-equity.
- Stages
- Series C+, debt, other
- Sectors
- Developer Tools, real-estate, fixed-income, international-equity
- Invests in
- US-wide, Canada
- Actively investing
- Yes
- Founded
- 1990
- Assets under management
- $12.2B
Check size not disclosed
Thesis
ULLICO INVESTMENT ADVISORS, INC. (UIA), established in 1990 and a subsidiary of Ullico Inc., is a registered investment adviser focused on serving the union marketplace and employee benefit plans. With $12.2 billion in Assets Under Management (AUM) as of December 31, 2024, UIA's mission is to provide financial security to union members through "union-friendly" investment solutions that generate competitive risk-adjusted returns and promote union job creation. The firm primarily serves institutional and tax-exempt investors, including union-sponsored plans, pension funds, endowments, foundations, and family offices. UIA's core investment sectors include Commercial Real Estate Debt (construction and permanent first mortgages), Infrastructure (core infrastructure businesses in the US and Canada), Real Estate Equity (US real estate assets), Fixed Income (various US strategies), and International Equity (manager-of-managers approach). Investment management is provided through separately managed accounts and commingled funds, often utilizing sub-advisers. The firm's operational headquarters are in Silver Spring, Maryland, with a corporate headquarters in Washington, D.C.
Common questions
Does ULLICO INVESTMENT ADVISORS, INC. invest at the Series C+ stage?
Yes. ULLICO INVESTMENT ADVISORS, INC. lists Series C+, debt and other among the stages it invests in.
Where does ULLICO INVESTMENT ADVISORS, INC. invest?
ULLICO INVESTMENT ADVISORS, INC. invests in the US and Canada.