Uas Asset Management

UAS Asset Management, founded in 1987 by Shahin and Bahman Mossavar-Rahmani, operates as an SEC-registered investment adviser specializing in investment management services. The firm manages assets through separately managed accounts and the Kitty Hawk Investment Partners, LP. UAS primarily manages accounts on a discretionary basis, investing in stocks, bonds, mutual funds, and ETFs based on client objectives. The firm's investment strategy focuses on delivering growth while managing risk, with a unique emphasis on concentrated positions. As of December 31, 2022, UAS had approximately $324.9 million in regulatory assets under management. For separately managed accounts, UAS charges management fees based on a percentage of assets managed, with fees varying based on account size and complexity. The firm may recommend investing in the Fund to certain clients, potentially leading to conflicts of interest regarding fee structures. UAS also receives performance-based compensation from some clients, which may influence investment decisions. The firm has policies in place to mitigate conflicts of interest and ensure fair allocation of investment opportunities among clients. UAS provides investment advisory services to various clients, including individuals, corporations, and the Fund. The firm exercises investment discretion for client accounts, striving to achieve best execution and fair allocation of trades. Clients receive regular reports and statements to track account performance and activity. UAS does not vote proxies on behalf of clients and does not handle class action settlements for separately managed accounts. The firm's commitment to acting in the best interests of clients is evident in its investment strategies and operational practices.