Unigestion (US) Ltd

RIASEC RegisteredEst. 2020
Total AUM
$2.5B
Discretionary
$256M
10% of AUM
Avg account
$90.9M
Accounts
27
Employees
9
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
305038
Registered since
February 28, 2020
Website
www.unigestion.com
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles77.37%
  • Corporations / Businesses12.22%
  • Pension & Profit Sharing Plans10.41%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Unigestion (US) Ltd is an institutional-focused investment manager and capital allocator that operates as both a private equity fund sponsor and an independent registered investment adviser. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional clients, and it acts in sponsor/GP roles for pooled vehicles. Its client base is institutional rather than retail, and its fees include percentage-of-AUM arrangements alongside other fee structures. The firm is not listed as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Private Funds

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 47%, Non-Exchange Traded Equities 35%, Other 18%47%
  • Private Funds47%
  • Non-Exchange Traded Equities35%
  • Other18%

Owners & executives

1 of 1
  • Stephan Klee

    Stephan Klee

    Partner and Chief Financial OfficerCRD 6851909

Contacts

3 of 3

  • Jonathan Tetrault

    DirectorCRD 8258950

  • Michael Toedtli

    DirectorCRD 8262210

  • Samuel Zemp

    Samuel Zemp

    DirectorCRD 7954937

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
At The Spiral Hudson Blvd
Time zone
ET (UTC-5)
Office locations

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