Udell Associates is a family office - multi based in Sarasota, United States, founded in 1973. Verified contact details, AUM data, and investment preferences on FindLPs.
Udell Associates is a multi-family office based in Sarasota, Florida. Established in 1973, the firm offers estate planning, fixed annuities, life insurance, retirement planning, charitable planning, IRA planning, and asset management.
Investment types: Fixed Income, Joint Venture/Partner, Long-Term Investments
Sectors & themes: Wealth & Estate Planning, Retirement Planning, Real Assets, Multi-Asset Investing, Corporate Finance Consulting, Diversified Finance Consulting, Annuities, Insurance Products & Services, Charitable Investments Financial Services, Finance, Insurance Services, Alternative Investments, Traditional Investments (Liquid Assets), Non-Profit, High-Level Sectors
Preferred geographies: United States
Location: 1950 Ringling Boulevard\nSuite 403\nSarasota\nFlorida\n34236\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.