UNISON

Overview

Unison is a boutique SEC-registered advisory firm organized as a limited liability company and first registered in 2015. The firm focuses on portfolio management for individuals, families and small businesses and charges clients on a percentage-of-AUM basis. Ownership is held by an individual principal, and the business does not present itself as a multi-state adviser, pension consultant, or ESG-specialist; its client base is concentrated on private individuals and family relationships. The firm maintains an industry affiliation with a law firm, and its operating model indicates direct management of client portfolios rather than acting primarily as a third-party capital allocator. Investment activity centers on publicly traded equities and exchange-traded instruments, supplemented by selected mutual funds and external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives