Investment adviser · CRD 146052

UNIVERSA INVESTMENTS L.P.

Investment adviser filing (IA)

MIAMI, FL, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$21.3B
Form ADV · Item 5.F
Client accounts
45
Accounts, not individual clients
Employees
20
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles45$21,349,131,206100.0%
Filing source

Form ADV 2079495 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

UNIVERSA BLACK SWAN PROTECTION PROTOCOL MASTER FUND VI L.P.Hedge Fund · Last reported Mar 31, 2026$744MGross asset value
Fund administrator STONE COAST FUND SERVICES GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD. GEORGE TOWN, Cayman Islands
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Prime broker INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

BOFA SECURITIES, INC.
SEC 8-69787

INTERACTIVE BROKERS LLC
SEC 8-47257

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-2314471530
Reported beneficial owners
1
Minimum commitment
$150M

Form ADV 2079495 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNIVERSA BLACK SWAN PROTECTION PROTOCOL LXXIII L.P.Hedge Fund · Last reported Mar 31, 2026$615MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol LXXIII L.P.

Fund administrator STONE COAST FUND SERVICES PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BOFA SECURITIES, INC.
SEC 8-69787

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

Fund details & source
Fund ID
805-1629024027
Reported beneficial owners
1
Minimum commitment
$150M
Form D file number
021-411365

Form ADV 2079495 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNIVERSA BLACK SWAN PROTECTION PROTOCOL OFFSHORE XXXVII LTD.Hedge Fund · Last reported Mar 31, 2026$494MGross asset value
Fund administrator STONE COAST FUND SERVICES GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD. GEORGE TOWN, Cayman Islands
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

BOFA SECURITIES, INC.
SEC 8-69787

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

Fund details & source
Fund ID
805-9397376278
Reported beneficial owners
13
Minimum commitment
$150M

Form ADV 2079495 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNIVERSA BLACK SWAN PROTECTION PROTOCOL LXXIX L.P.Hedge Fund · Last reported Mar 31, 2026$471MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol LXXIX L.P.

Fund administrator STONE COAST FUND SERVICES PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BOFA SECURITIES, INC.
SEC 8-69787

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

Fund details & source
Fund ID
805-9021794430
Reported beneficial owners
5
Minimum commitment
$150M
Form D file number
021-439482

Form ADV 2079495 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNIVERSA BLACK SWAN PROTECTION PROTOCOL L LPHedge Fund · Last reported Mar 31, 2026$425MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol L LP

Fund administrator STONE COAST FUND SERVICES PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BOFA SECURITIES, INC.
SEC 8-69787

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

Fund details & source
Fund ID
805-1442349778
Reported beneficial owners
2
Minimum commitment
$150M
Form D file number
021-372656

Form ADV 2079495 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNIVERSA BLACK SWAN PROTECTION PROTOCOL XLVII LPHedge Fund · Last reported Mar 31, 2026$382MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol XLVII L.P.

Fund administrator STONE COAST FUND SERVICES PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BOFA SECURITIES, INC.
SEC 8-69787

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

Fund details & source
Fund ID
805-5566746689
Reported beneficial owners
2
Minimum commitment
$150M
Form D file number
021-371777

Form ADV 2079495 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNIVERSA BLACK SWAN PROTECTION PROTOCOL LXIII LPHedge Fund · Last reported Mar 31, 2026$305MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol LXIII L.P.

Fund administrator STONE COAST FUND SERVICES PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States
Custodian BOFA SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker BOFA SECURITIES, INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BOFA SECURITIES, INC.
SEC 8-69787

BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787

Fund details & source
Fund ID
805-8032492090
Reported beneficial owners
1
Minimum commitment
$150M
Form D file number
021-392980

Form ADV 2079495 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

2601 S. BAYSHORE DRIVE, SUITE 2030
MIAMI, FL, 33133, United States

CRD 146052

Filing source

Form ADV 2079495 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.