CRD: 118025
Uhlmann Investment Management, L.l.c.
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-2001
- Office Locations
- 6
Office Locations
About Uhlmann Investment Management, L.l.c.
Uhlmann Price provides wealth management and investment services for private clients, high-net-worth individuals, and institutions. The team takes a modern, interactive approach to full-portfolio construction or targeted solutions across a broad mix of asset classes, with access to equities, commodities, and hedge funds. Institutional services focus on a select set of differentiated alternative strategies.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAMES DANA BAER
Investment Advisor, President
- CRD
- #9936
- Ownership
- Less than 5%
MICHAEL FITZGERALD DUNNE
Chief Compliance Officer
- CRD
- #1676474
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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VERNON KELLEY ARMOUR
--
- CRD
- #2183439
MATTHEW JAMES BARBERA
Financial Advisor
- CRD
- #2249400
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,882,000 | $586,605 |
| Non-Discretionary | $40,300,000 | $639,683 |
| Total | $273,182,000 | $593,874 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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