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Ubs Tamarack Management, L.L.C. (New York)


Ubs Tamarack Management, L.L.C. is a large advisory firm based in New York. It manages $109.82 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.

Ubs Tamarack Management, L.L.C provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ubs Tamarack Management, L.L.C: assets under management

The assets under management (AUM) of Ubs Tamarack Management, L.L.C. is $109.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $109.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $109.82 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ubs Tamarack Management, 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.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Pw Alternative Asset Mangement Sole member of ubs fund advisor, l.l.c. 1 Oct 1997 75% - 100% 22-3548366
Painewebber Capital Inc. Shareholder of pw alternative asset management, inc. 1 Oct 1997 75% - 100% 13-3261841
Nigel Patrick Hart Managing partner 1 Jun 2000 50% - 75% 2683153
Pieter Taselaar Managing partner 1 Jun 2000 50% - 75% 1681549
Ubs Americas Inc. Owner 1 Nov 2000 75% - 100% 06-15958
Ubs Ag Owner 1 Nov 2000 75% - 100% 98-01863
Ubs Americas Inc. Owner 1 Nov 2003 75% - 100% 06-15958
Nigel Patrick Hart Chief executive officer 1 Dec 2007 75% - 100% 2683153

Based in New York

The principal office where Ubs Tamarack Management, L.L.C. performs its advisory services is located at 1285 Avenue Of The Americas, New York, NY 10019 The mailing address of the firm is 299 Park Ave, New York, NY 10171. An additional office of the firm is in Harrison, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-821-6053 or by fax 212-821-6534. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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