DFX Intelligence

Data Factory

Private equityFirmhybrid manager · probablemiddle market

UBS Asset Management (americas) LLC

Private Equity

New York, NY

UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:30fe0a50-43a4-435e-bf97-49d19c6174dc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 155
Dated events: 40
On other graphs: 4
Observed: Sep 13, 2026 to Sep 15, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

UBS Asset Management (americas) LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

UBS ASSET MANAGEMENT (AMERICAS) LLC

Registered adviser · shared crd

Private Creditidentity

UBS ASSET MANAGEMENT (AMERICAS) LLC

Private credit manager · shared crd

Real Estate Fundsidentity

UBS Asset Management (americas) LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Regulatory AUM: $478B
Investments: 10
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $1.81bn Private Equity Fund GAV on the Form ADV filed 2024-12-18
Stated sectors: technology
Latest ADV filing: Dec 18, 2024
Employees (ADV): 823
Website: ubs.com

Investments

Company	State	Role	Control	Invested	Exited	Status
How do I start investing?	n/a	unknown	unknown	n/a	n/a	unknown
What type of investment is right for you?	n/a	unknown	unknown	n/a	n/a	unknown
Philanthropy Open your own personalized subfoundation	n/a	unknown	unknown	n/a	n/a	unknown
Calculator and tools for investing your money	n/a	unknown	unknown	n/a	n/a	unknown
Investment calculator	n/a	unknown	unknown	n/a	n/a	unknown
We’re here for you	n/a	unknown	unknown	n/a	n/a	unknown
Investment mandate	n/a	unknown	unknown	n/a	n/a	unknown
Advisory mandate	n/a	unknown	unknown	n/a	n/a	unknown
Fund Account	n/a	unknown	unknown	n/a	n/a	unknown
Investment solutions for companies	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

showing 80 of 155

Invested in (10)

→ We’re here for youCompanyunknown
factThe subject's own site
→ Advisory mandateCompanyunknown
factThe subject's own site
→ Fund AccountCompanyunknown
factThe subject's own site
→ Investment solutions for companiesCompanyunknown
factThe subject's own site
→ Investment mandateCompanyunknown
factThe subject's own site
→ How do I start investing?Companyunknown
factThe subject's own site
→ What type of investment is right for you?Companyunknown
factThe subject's own site
→ Philanthropy Open your own personalized subfoundationCompanyunknown
factThe subject's own site
→ Calculator and tools for investing your moneyCompanyunknown
factThe subject's own site
→ Investment calculatorCompanyunknown
factThe subject's own site

Firm member (1)

→ Credit SuisseFirmadviser
factDFX's own graph

Placement agent of (57)

→ Adams Street Partnership Fund - 2008 Non-U.s. Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street Partnership Fund - 2008 U.S. Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street Partnership Fund - 2009 Non-U.s. Emerging Markets Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street Partnership Fund - 2009 Non-U.s. Developed Markets Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street Global Secondary Fund 5 LPFundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street Global Opportunities Secondary Fund II, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street Global Opportunities Secondary Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street 2008 Global Opportunities Portfolio, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street 2007 Global Opportunities Portfolio, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street 2006 Global Opportunities Portfolio, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street Co-Investment Fund II, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street Direct Co-Investment Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street V, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street 2006 Direct Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street 2007 Direct Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street 2014 US Fund LPFundThird party
Jan 1, 2014 to presentfactForm ADV
→ Adams Street 2014 Direct Fund LPFundThird party
Jan 1, 2014 to presentfactForm ADV
→ Adams Street 2014 Emerging Markets Fund LPFundThird party
Jan 1, 2014 to presentfactForm ADV
→ Adams Street 2014 Developed Markets Fund LPFundThird party
Jan 1, 2014 to presentfactForm ADV
→ Adams Street Co-Investment Fund III C LPFundThird party
Jan 1, 2014 to presentfactForm ADV
→ Adams Street Co-Investment Fund III B LPFundThird party
Jan 1, 2014 to presentfactForm ADV
→ Adams Street Co-Investment Fund III a LPFundThird party
Jan 1, 2014 to presentfactForm ADV
→ Adams Street 2014 Global Fund LPFundThird party
Jan 1, 2014 to presentfactForm ADV
→ Adams Street 2013 Direct Fund LPFundThird party
Jan 1, 2013 to presentfactForm ADV
→ Adams Street 2013 Emerging Markets Fund LPFundThird party
Jan 1, 2013 to presentfactForm ADV
→ Adams Street 2013 Developed Markets Fund LPFundThird party
Jan 1, 2013 to presentfactForm ADV
→ Adams Street 2013 US Fund LPFundThird party
Jan 1, 2013 to presentfactForm ADV
→ Adams Street 2013 Global Fund LPFundThird party
Jan 1, 2013 to presentfactForm ADV
→ Adams Street 2008 Direct Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
→ Adams Street 2009 Direct Fund, L.P.FundThird party
Jan 1, 2012 to presentfactForm ADV
and 27 more

Employs (12)

→ Joseph AzelbyPersonHead Of Investments, Head Of Real Estate And Private Markets
Apr 1, 2024 to presentfactForm ADV
→ Rachael Natalie SledgePersonChief Financial Officer
May 1, 2024 to presentfactForm ADV
→ Barry GillPersonHead Of Investments
Nov 1, 2019 to presentfactForm ADV
→ IAN Sean McintoshPersonHead Of Active Equities
Oct 1, 2019 to presentfactForm ADV
→ James H PoucherPersonPresident, Chief Executive Officer And Manager
Mar 1, 2024 to presentfactForm ADV
→ Emily Marie KulbackPersonHead Of Products Americas And Manager
Mar 1, 2024 to presentfactForm ADV
→ Craig Garret EllingerPersonHead Of Americas Fixed Income
Aug 1, 2017 to presentfactForm ADV
→ Philip David StaceyPersonChief Legal Officer
Jan 1, 2023 to presentfactForm ADV
→ Stephen MurphyPersonHead Of Institutional Client Coverage
Nov 1, 2023 to presentfactForm ADV
→ Meggan Kinum ZabelPersonHead Of Investments Business Management And Manager
Mar 1, 2024 to presentfactForm ADV
→ Michael James RongettiPersonManager
Mar 1, 2024 to presentfactForm ADV
→ Peter GyrPersonChief Compliance Officer
Apr 1, 2024 to presentfactForm ADV

Dated events

37 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 27, 2024
Person left
Ryan Franklin Primmer (Head Of Investment Solutions) no longer on Schedule A of UBS Asset Management (americas) LLC
Form ADVobserved 6 days ago
Occurred
Aug 27, 2024
Person left
Ralph Mattone (Treasurer And Chief Financial Officer) no longer on Schedule A of UBS Asset Management (americas) LLC
Form ADVobserved 6 days ago
Occurred
Aug 27, 2024
Person left
Sumit Khanna (Manager) no longer on Schedule A of UBS Asset Management (americas) LLC
Form ADVobserved 6 days ago

Show 37 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
Credit Suisse AG announces legal closing of acquisition by UBS and Board of Directors compositionClick link to download file.
First seen by DFX
Sep 15, 2026
date not stated
Credit Suisse Group announces the acquisition of The Klein Group LLC, the appointment of Michael Klein as Chief Executive Officer of Banking and of the Americas as well as CEO designate of CS First BostonClick link to download file.
First seen by DFX
Sep 15, 2026
date not stated
Credit Suisse accelerates radical restructuring of Investment Bank; Enters into definitive transaction agreements to sell a significant part of its Securitized Products Group to ApolloClick link to download file.
First seen by DFX
Sep 15, 2026
date not stated
Credit Suisse appoints Ulrich Körner new Group Chief Executive Officer; announces comprehensive strategic reviewClick link to download file.
First seen by DFX
Sep 15, 2026
date not stated
Credit Suisse Group appoints Axel P. Lehmann as new Chairman; António Horta-Osório has resignedClick link to download file.
First seen by DFX
Sep 15, 2026
date not stated
Credit Suisse Group appoints David Wildermuth as Chief Risk Officer and a member of the Executive BoardClick link to download file.
Occurred
Jul 31, 2026
UBS Asset Management (americas) LLC: Private Equity Funds on Form ADV 39 (2024 extract) -> 29 (roster 2026-09-01)
Occurred
May 29, 2024
Cfig Co-Investors, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $1,800,803
Occurred
May 29, 2024
SP III Co-Investors (docklands), L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $22,070
Occurred
May 29, 2024
SP III Co-Investors, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $805,641
Occurred
May 29, 2024
Credit Suisse Emerging Market Credit Opportunity Fund, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $48,771,159
Occurred
May 29, 2024
China Harvest Pb, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $1,295,969
Occurred
May 29, 2024
SP IV Co-Investors, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $619,209
Occurred
May 29, 2024
PB Gip Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $26,746,720
Occurred
May 29, 2024
PB Gip-B Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $4,201,377
Occurred
May 29, 2024
PB Gip-C Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $7,022,609
Occurred
May 29, 2024
PB Hudson Clean Energy Partners Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $428,723
Occurred
May 29, 2024
China Spring Partners, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $14,413,298
Occurred
May 29, 2024
China Spring Co-Investors, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $1,412,566
Occurred
May 29, 2024
Credit Suisse China Harvest II Co-Investors, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $4,116,794
Occurred
May 29, 2024
China Co-Investors, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $2,739,400
Occurred
May 29, 2024
AI Special Co-Investors Master, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $148,760
Occurred
May 29, 2024
PB China Harvest II Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $42,578,622
Occurred
May 29, 2024
PB Strategic Partners Feeder Fund IV, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $41,208,571
Occurred
May 29, 2024
PB Strategic Partners Offshore Fund IV Investor a Ltd. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $1,851,898
Occurred
May 29, 2024
PB Strategic Partners Offshore Fund IV Investor Ltd. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $2,992,081
Occurred
May 29, 2024
PB Strategic Partners Feeder Fund V, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $103,825,212
Occurred
May 29, 2024
PB Strategic Partners Feeder VI, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $302,294,197
Occurred
May 29, 2024
PB Strategic Partners Offshore Feeder VI, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $39,333,113
Occurred
May 29, 2024
Next Investors Access Fund, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $12,740,096
Occurred
May 29, 2024
PB Cep IV Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $24,982,292
Occurred
May 29, 2024
PB Landmark Xv Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $19,754,751
Occurred
May 29, 2024
PB Strategic Partners Re VI Offshore Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $4,286,357
Occurred
May 29, 2024
PB Landmark Xv Offshore Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $4,524,787
Occurred
May 29, 2024
PB Strategic Partners Re VI Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $36,934,715
Occurred
May 29, 2024
China Harvest Partners, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $10,118,821
Occurred
May 29, 2024
PB Mbp IV Feeder, L.P. first reported on Form ADV by UBS Asset Management (americas) LLC (Private Equity Fund), GAV $744,440

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Joseph Azelby (Head Of Investments, Head Of Real Estate And Private Markets), Rachael Natalie Sledge (Chief Financial Officer), Barry Gill (Head Of Investments), IAN Sean Mcintosh (Head Of Active Equities), James H Poucher (President, Chief Executive Officer And Manager), Emily Marie Kulback (Head Of Products Americas And Manager), Craig Garret Ellinger (Head Of Americas Fixed Income), Philip David Stacey (Chief Legal Officer), Stephen Murphy (Head Of Institutional Client Coverage), Meggan Kinum Zabel (Head Of Investments Business Management And Manager), Michael James Rongetti (Manager), Peter Gyr (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:30fe0a50-43a4-435e-bf97-49d19c6174dc
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

UBS Asset Management (americas) LLC

Private Equity

New York, NY

UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:30fe0a50-43a4-435e-bf97-49d19c6174dc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.