Ullico Investment Advisors
Asset Manager SEC-registered adviser
Legal name: Ullico Investment Advisors, Inc.
AUM
$13.9B
Regulatory AUM
Private funds
9
Other 6 · Private Equity 2 · Real Estate 1
Private fund assets
$2.0B
Gross asset value
Employees
92
Last Form D raise
Dec 2025
Most recent fund filing
From SEC Form ADV filing (filed Aug 4, 2026). View on SEC
People(7)
Owners and executive officers named on the firm's SEC Form ADV.
C
H
H
J
K
P
Y
Funds(9)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Ullico Infrastructure Tax-Exempt Fund, L.P. | Private Equity | $5.9B | $4.6B | 289 | Dec 2025 | Warm |
| Ullico Infrastructure Taxable Fund, L.P. | Private Equity | $974.4M | $805.9M | 25 | Dec 2025 | Warm |
| Ullico Diversified International Equity Fund, L.P | Other | $876.7M | $1.0B | 30 | Dec 2025 | Warm |
| The Union Labor Life Insurance Company Separate Account R | Other | $421.9M | $432.1M | 11 | Dec 2025 | Warm |
| The Union Labor Life Insurance Company Separate Account W1 | Other | $370.3M | $284.0M | 53 | Dec 2025 | Warm |
| Ullico Value-Add Real Estate Fund I, L.P. | Real Estate | $190.2M | $174.0M | 17 | Dec 2025 | Warm |
| Ullico International Small Cap Fund, L.P. | Other | $89.3M | $114.9M | 3 | Dec 2025 | Warm |
| The Union Labor Life Insurance Company Separate Account T | Other | $189K | $371.3M | 39 | Dec 2025 | Warm |
| The Union Labor Life Insurance Company Separate Account C | Other | $58.8M | $101.7M | 11 | Dec 2025 | Warm |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 106628
- SEC file number
- 801-36371
Sources
- SEC Form ADV Oct 14, 2026