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 investment adviser formed in 2016 that operates as a limited liability company and is organized as a hedge fund manager. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles, and institutional/business mandates. Its compensation mixes a percentage-of-assets model with performance-based fees. Unio does not position itself as an ESG investor and is not registered as a multi-state or newly formed adviser.