Ursus Services, L.L.C. (New York)

Ursus Services, L.L.C. is a large advisory firm based in New York. It manages $76 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Georgia, New Jersey, and New York.

Ursus Services, L.L.C provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ursus Services, L.L.C: assets under management

The assets under management (AUM) of Ursus Services, L.L.C. is $76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ursus Services, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ursus Services, L.L.C.

Evan Neil Sturza has been acting as President since 1 Jun 1998. Stephanie Guilpin joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Evan Neil Sturza	President	1 Jun 1998	75% - 100%	1495753
Stephanie Guilpin	Chief compliance officer	1 May 2005	Other	4961807
Laurence Stephanie Guilpin	Chief compliance officer	1 May 2005	Other	4961807

Based in New York

The principal office where Ursus Services, L.L.C. performs its advisory services is located at 1370 Avenue Of The Americas, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.