Ulrich Consultants & Investment Group, LLC

Q4 2025 13F Notice

Signature - Title
Evan W. Gerald - Partner, CCO, Senior Advisor
Location
Albuquerque, NM
Holdings as of
31 Dec 2025
Filing time
30 Jan 2026, 09:33:29 UTC
Form type
13F-NT
Description
No holdings are reported in this report, and all US holdings are reported by other reporting manager(s). Top holdings included .
Previous filing
Q2 2023 - 07 Aug 2023
SEC
View on sec.gov

Ulrich Consultants & Investment Group, LLC didn't report any stock holdings as of Q4 2025.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Evan W. Gerald Partner, CCO, Senior Advisor San Antonio, Texas 30 Jan 2026

List of Other Managers Reporting for Ulrich Consultants & Investment Group, LLC:

Name Holdings Value Location File Number
NATIXIS ADVISORS, LLC $70,397,667,000 Boston, MA 028-05788
Callan Family Office, LLC $4,654,991,950 Radnor, PA 028-23141