Ucapamericas

UCAP Asset Management, LLC, a registered investment adviser, has been in operation since 2015 and is a subsidiary of Union Capital Group USA, LLC. The firm offers portfolio management, investment consulting, and financial planning services under the UCAP AMERICAS brand. Clients can engage UCAP for discretionary or non-discretionary asset management or investment advice. UCAP may recommend active discretionary management by sub-advisors based on client objectives. Fees are based on a percentage of managed assets, with no additional fee for sub-advisor management. Financial planning services are available within long-term client relationships. As of December 31, 2024, UCAP managed $165,941,851 in assets. The firm's investment strategies include asset allocation, charting analysis, fundamental analysis, technical analysis, and cyclical analysis. UCAP primarily uses UCAP Securities LLC and Charles Schwab & Co., Inc. as custodians and brokers. Clients may qualify for prime brokerage services with a minimum portfolio size. UCAP does not vote proxies for clients and has no financial commitments affecting its ability to meet client obligations. The firm does not charge performance-based fees and has no disciplinary information to report. Clients are responsible for voting proxies and are encouraged to review financial statements provided by custodians.