ULLICO INVESTMENT ADVISORS, INC.
Bethesda, United States · CRD 106628
SEC-registered investment adviser since 1990 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$13.9bn
- Main clients (by assets)Private funds 94%, Pension plans 4%, Insurers 2%
- Private funds9 · $8.9bn gross assets
- Websiteullico-urs.com
- Form ADV · 2026-08-04SEC adviser record
- Kindprivate equity, real estate, futures
- Others nearbyBethesda, MD, Chicago, IL, Chapel Hill, NC, Washington, DC, New York, NY, Newport Beach, CA
As an employer
- Staff (Form ADV)92 · 58 in investment roles
- Offices in1 country
- Private fundsprivate equity 2, other private 6, real estate 1
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Bethesda, MD (main office)United States | about 17 |
| Chicago, ILUnited States | 22 |
| Chapel Hill, NCUnited States | 11 |
| Washington, DCUnited States | 4 |
| New York, NYUnited States | 2 |
| Newport Beach, CAUnited States | 2 |
US visa salary filings
- Filings FY2024–20264
- Median salary offered$124,723
- Middle half$111,946 – $140,981
- Job titles1
| Job title | Filings | Median |
|---|---|---|
| Sr. Portfolio AnalystSilver Spring, MD | 4 | $124,723 |
Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Ullico Investment Advisors, Inc..
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.