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 XXII LPHedge Fund · Last reported Mar 31, 2026$66MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol XXII 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
805-8674587480
Reported beneficial owners
1
Minimum commitment
$150M
Form D file number
021-247347

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 EQUITY & FIXED INCOME FUND, L.P.Hedge Fund · Last reported Mar 31, 2026$23.3MGross asset value

Form D fundraising filings

Universa BSPP Equity & Fixed Income Fund, 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
805-5654996949
Reported beneficial owners
1
Minimum commitment
$150M
Form D file number
021-178005

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 LXXXII L.P.Hedge Fund · Last reported Mar 31, 2026$21.9MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol LXXXII 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
805-9142891113
Reported beneficial owners
1
Minimum commitment
$150M
Form D file number
021-439397

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 XXIV L.P.Hedge Fund · Last reported Nov 23, 2020$1.75BGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol XXIV 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
805-8924829965
Reported beneficial owners
1
Minimum commitment
$50M
Form D file number
021-250433

Form ADV 1467107 · Nov 23, 2020 · 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 PREMIUM FUND III LTDHedge Fund · Last reported Nov 23, 2020$1.09BGross asset value

Form D fundraising filings

Universa Premium Fund III Ltd.

Fund administrator STONE COAST FUND SERVICES GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, 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
805-1008585078
Reported beneficial owners
25
Minimum commitment
$50M
Form D file number
021-167867

Form ADV 1467107 · Nov 23, 2020 · 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 XXXVI L.P.Hedge Fund · Last reported Jul 5, 2022$750MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol Offshore XXXVI L.P.

Fund administrator STONE COAST FUND SERVICES GRAND CAYMAN, Cayman Islands 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
805-6808044410
Reported beneficial owners
1
Minimum commitment
$150M
Form D file number
021-346217

Form ADV 1661940 · Jul 5, 2022 · 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 LII LPHedge Fund · Last reported Jul 5, 2022$540MGross asset value

Form D fundraising filings

Universa Black Swan Protection Protocol LII 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
805-5191315991
Reported beneficial owners
1
Minimum commitment
$150M
Form D file number
021-372636

Form ADV 1661940 · Jul 5, 2022 · 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.