UNIMAR

RIASEC RegisteredEst. 2017
Total AUM
$231M
Discretionary
$227M
98% of AUM
Avg account
$5.4M
Accounts
43
Employees
3
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
159674
Registered since
January 23, 2017
Custodians
PERSHING LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles79.94%
  • HNWI20.06%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Unimar LLC is an SEC-registered adviser (registered in 2017) structured as a limited liability company that operates as both a hedge fund manager and a provider of other pooled investment vehicles. The firm serves individual and family clients alongside institutional investors and uses a fee model that combines a percentage of assets under management with performance-based fees, consistent with manager-led pooled vehicles. Its regulatory and business filings identify Unimar as a CPO/CTA and as sponsor, general partner, and managing member of pooled investment vehicles. Advisory activities include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers—indicating the firm both manages its own funds and employs or places capital with third-party managers. Filings also note that Unimar is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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: Investment Grade Corp Bonds 26%, Exchange Traded Equities 21%, Private Funds 21%, Non-Investment Grade Corp Bonds 13%, US Government Bonds 9%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 5%26%
  • Investment Grade Corp Bonds26%
  • Exchange Traded Equities21%
  • Private Funds21%
  • Non-Investment Grade Corp Bonds13%
  • US Government Bonds9%

Owners & executives

2 of 2
  • JACOBO GADALAMARIA

    President, CIOCRD 2138460

  • KENNETH ANDERSON

    Chief Operating OfficerCRD 4104096

Contacts

1 of 1
  • Diego Briceno

    Vice PresidentCRD 6757780

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1450 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth