UNIGESTION (US) LTD

RIASEC RegisteredEst. 2020

Total AUM

$2.5B

Discretionary

$256M

10% of AUM

Avg account

$90.9M

Accounts

Employees

Advisory reps

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 a corporate adviser that registers with the SEC (2020) and operates as both an independent registered investment adviser and a private equity fund vehicle. The firm is identified as a capital allocator serving primarily institutional clients. Its ownership is listed as a mix of foreign entity and individual ownership. Advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and the firm is affiliated with roles typical of sponsors and general partners (GPs) or managing members of pooled vehicles. Fee arrangements include a percentage-of-AUM component as well as other fee structures. The firm does not designate itself as an active ESG investor.