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URBAN FUND MANAGEMENT, LLC

PLANO, TX · CRD 167491 · IAPD ↗ · urbanoilandgas.com · 972-543-8812

$767.8MRegulatory AUM
10Advisory reps
67Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2026 — URBAN FUND MANAGEMENT, LLC grew from 2 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
April 2024 — URBAN FUND MANAGEMENT, LLC reported RAUM down 46% ($1.47B -> $789.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2024 — URBAN FUND MANAGEMENT, LLC now reports custody of client assets ($537.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.