UBS O'Connor LLC: A comprehensive investment management firm offering wealth and risk management, asset allocation, and financial planning services.
175
Operating
2000
Chicago, IL, US
UBS O'Connor LLC is a comprehensive investment management firm specializing in hedge funds, alternative credit, and commodities. The firm focuses on relative value investing and risk management, leveraging its extensive institutional experience in trading and market making. UBS O'Connor typically engages in various investment stages, including Series A, Series C, debt financing, and post-IPO equity, aiming to achieve attractive risk-adjusted absolute returns.
Notable portfolio companies include Aspiration, AST Spacemobile, Good Meat, Lime, and Voyage Foods. UBS O'Connor's investment philosophy emphasizes dynamic investing with controlled risk. The firm offers a range of value-add services such as wealth management, asset allocation, and financial planning. Key decision-makers at UBS O'Connor bring significant expertise and industry affiliations, enhancing the firm's strategic investment capabilities.
Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies5
Follow-on Investments1
Current Portfolio Count5
Top Investment Stages
Series A1 (50.0%)
Series C1 (50.0%)
Stage Mix
Series A 50%Series C 50%
Concentration shown as share of disclosed investments by stage.
