Managers/Private equity/Missouri/Umb Private Wealth Management

Umb Private Wealth Management

Umb Private Wealth Management is a private equity manager in Kansas City, MO. It is registered with the SEC as an investment adviser with $124.7M in regulatory assets and 94 staff. It has 4 funds on file, the latest reported in April 2024.

Funds on file
4
Raised, all funds
$29.2M
Regulatory assets
$124.7M
Staff
94
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Apr 2024 FW Tessera Horizon LLC Private equity $15.7M Not given
Apr 2024 FW Tessera LLC Private equity $2.6M Not given
Apr 2024 FW Tessera Royale LLC Private equity $4.5M Not given
Jun 2021 KS Halite, LLC Private equity $6.4M $6.4M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$124.7M
Employees94
Clients25 wealthy individuals, 16 individuals, 4 private funds and 1 company.
Private funds4 private funds holding $51.3M in gross assets.

Private funds it reports

FundTypeGross assets
FW Tessera Horizon Private equity $20.7M
FW Tessera Royale Private equity $15.6M
FW Tessera Private equity $8.4M
KS Halite Private equity $6.6M