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
Client accounts: 45
Employees: 20
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	45	$21,349,131,206	100.0%

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 LIV LPHedge Fund · Last reported Mar 31, 2026$300MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol LIV 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: 805-6688018330
Reported beneficial owners: 1
Minimum commitment: $150M
Form D file number: 021-372639

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 XL LPHedge Fund · Last reported Mar 31, 2026$300MGross 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: 805-4812790073
Reported beneficial owners: 3
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 XXIII LPHedge Fund · Last reported Mar 31, 2026$300MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol XXIII 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: 805-5226882815
Reported beneficial owners: 1
Minimum commitment: $150M
Form D file number: 021-247348

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 XII L.P.Hedge Fund · Last reported Mar 31, 2026$266MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol XII 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 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 LLP
PCAOB 42

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: 805-5296686537
Reported beneficial owners: 2
Minimum commitment: $150M
Form D file number: 021-201678

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 LXVIII L.P.Hedge Fund · Last reported Mar 31, 2026$240MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol LXVIII 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: 805-5285614136
Reported beneficial owners: 1
Minimum commitment: $150M
Form D file number: 021-411384

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 LVI LPHedge Fund · Last reported Mar 31, 2026$211MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol LVI 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: 805-7268778483
Reported beneficial owners: 14
Minimum commitment: $150M
Form D file number: 021-372649

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 XLV LPHedge Fund · Last reported Mar 31, 2026$170MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol XLV 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: 805-4156646565
Reported beneficial owners: 1
Minimum commitment: $150M
Form D file number: 021-370601

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.