Ubs Pw Tamarack Management, L.L.C. (New York)


Ubs Pw Tamarack Management, L.L.C. is a large advisory firm based in New York. It manages $142.42 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Ubs Pw Tamarack Management, L.L.C provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ubs Pw Tamarack Management, L.L.C: assets under management

The assets under management (AUM) of Ubs Pw Tamarack Management, L.L.C. is $142.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $142.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ubs Pw Tamarack Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Pw Alternative Asset Mangement Sole member of pw fund advisor, l.l.c. 1 Oct 1997 75% - 100% 22-3548366
Painewebber Capital Inc. Shareholder of pw alternative asset management, inc. 1 Oct 1997 75% - 100% 13-3261841
Jack Peng Chang Managing partner 1 Jun 2000 25% - 50% 2336925
Nigel Patrick Hart Managing partner 1 Jun 2000 25% - 50% 2683153
Pieter Taselaar Managing partner 1 Jun 2000 25% - 50% 1681549
Ubs Americas Inc. Owner 1 Nov 2000 75% - 100% 06-15958
Ubs Ag Owner 1 Nov 2000 75% - 100% 98-01863

Based in New York

The principal office where Ubs Pw Tamarack Management, L.L.C. performs its advisory services is located at 1285 Avenue Of The Americas, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in Harrison, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-713-9036 or by fax 212-713-3493. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.