Uhlmann Price Securities LLC

Overview

Uhlmann Price Securities LLC is a private investment firm based in Skokie, Illinois, specializing in diverse asset classes and investment stages. The firm focuses on private equity, venture capital, real estate, fixed income, hedge funds, commodities, crypto, infrastructure, distressed and special situations, ESG and impact investing, and collectibles & art. It invests across various stages, including seed, early stage, Series A, Series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. The firm's geographical focus is primarily on the United States, with investments spanning multiple industries such as technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, industrial, materials, consumer services, utilities, transportation, consumer non-durables, and business services. Uhlmann Price Securities LLC has a minimum investment size of $1,000,000 and a maximum of $50,000,000. The firm's leadership includes James Baer, President, who has been with the company since its inception. The firm has been involved in various investment activities, including increasing its stake in Microsoft Corporation by 80.4% in the second quarter of 2025, holding 5,624 shares worth approximately $2.799 million. Additionally, the firm has been involved in the sale of private placements, such as the GPB Holdings II securities, and has been subject to regulatory actions related to these activities. The firm's investment philosophy emphasizes a diversified approach across asset classes and stages, aiming to achieve balanced returns while managing risk. Its track record includes significant investments in various sectors, reflecting a commitment to strategic growth and value creation.