UNIO CAPITAL LLC

RIASEC RegisteredEst. 2016

Total AUM

$691M

Discretionary

$691M

100% of AUM

Avg account

$6M

Accounts

115

Employees

Advisory reps

Firm details

Headquarters: PRINCETON, New Jersey
CRD number: 166483
Registered since: November 3, 2016
Website: uniocapital.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations40.36%
HNWI32.56%
Pooled Investment Vehicles20.79%
Other2.06%
Corporations / Businesses1.78%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Unio Capital LLC is an SEC-registered adviser organized as an LLC and operating as a hedge fund-style manager. The firm provides discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. Its client mix explicitly includes individual and family clients alongside institutional investors. Compensation combines a percentage-of-assets fee with performance-based fees, consistent with its hedge-fund classification. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. It acts in sponsor and general-partner roles for pooled vehicles, indicating it both manages external capital and runs proprietary or client-directed pooled structures rather than serving solely as a capital allocator.