Unfcu Advisors LLC

Overview

Unfcu Advisors LLC is a limited liability company registered with the SEC since 2006 that operates as an institutional registered investment adviser. The firm’s advisory mandate is focused on portfolio management for businesses or institutional clients. It charges fixed fees rather than asset-based or performance fees. Ownership is listed as a domestic entity and an individual; the firm is not described as a capital allocator, pension consultant, related adviser, or multi-state adviser. The firm does not identify as an active ESG investor. Industry affiliations noted in filings include relationships with banking or thrift institutions and an insurance company.

Assets & Accounts

Investments & Alternatives