Unifi Asset Management LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 330942
- Registered since
- August 21, 2024
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles61.53%
- Other Investment Advisers38.47%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Unifi Asset Management LP is a limited partnership registered with the SEC in 2024 that operates as a hedge fund manager focused on institutional business. The firm serves a small number of large institutional clients and performs portfolio management for pooled investment vehicles and for businesses or institutions. It also functions in sponsor/GP and managing-member roles for its pooled vehicles and is registered as a CPO/CTA. Its fees include asset-based charges, performance-based fees, and other fee arrangements. The adviser does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives50%
- Cash & Cash Equivalents35%
- US Government Bonds8%
- Exchange Traded Equities4%
- Non-Investment Grade Corp Bonds3%
Owners & executives
3 of 3
Ryan Brown
Chief Financial OfficerCRD 7719527
Omer Gundogdu
CEO & Chief Investment OfficerCRD 4931449
Frederick Shaw
Chief Operating OfficerCRD 3213116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 Battery Park Plz
- Time zone
- ET (UTC-5)
- Office locations
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