Umb Private Wealth Management
Private Equity SEC-registered adviser
Legal name: Umb Private Wealth Management, LLC
Overland Park, KS Website
AUM
$124.7M
Regulatory AUM
Private funds
4
Private Equity 4
Private fund assets
$70.2M
Gross asset value
Employees
94
Last Form D raise
Apr 2024
Most recent fund filing
From SEC Form ADV filing (filed Sep 18, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
C
Funds(4)
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 |
|---|---|---|---|---|---|---|
| Fw Tessera Horizon, LLC | Private Equity | $44.9M | $2.6M | 10 | Apr 2024 | Cold |
| Fw Tessera LLC | Private Equity | $7.1M | $15.7M | 22 | Apr 2024 | Cold |
| Fw Tessera Royale, LLC | Private Equity | $4.0M | $4.5M | 15 | Apr 2024 | Cold |
| Ks Halite, LLC | Private Equity | $14.2M | — | — | — |
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
- 306374
- SEC file number
- 801-117738
Sources
- SEC Form ADV Oct 14, 2026