UNISON ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2017

Total AUM

$298M

Discretionary

$298M

100% of AUM

Avg account

$11.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: AVENTURA, Florida
CRD number: 288249
Registered since: May 31, 2017
Website: www.unisonam.com
Custodians: J.P. MORGAN SECURITIES INC., FIFTH THIRD SECURITIES, INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles79.82%
Corporations / Businesses14.91%
State / Municipal Government3.9%
HNWI1.37%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Unison Asset Management LLC is an SEC-registered investment adviser and hedge-fund manager that has been operating since 2017. The firm manages concentrated investment strategies for a mix of high-net-worth individuals, families and institutional clients. Its advisory activities span discretionary portfolio management for individuals and small businesses, management of pooled vehicles, and investment programs for institutional and business clients. Fee arrangements include percentage of AUM, fixed fees and performance-based fees. Unison is not positioned as an active ESG investor and its regulatory profile does not indicate multi-state adviser status. The firm is also involved in sponsor and general partner roles for pooled vehicles, indicating it both manages external capital and acts as an onshore sponsor/GP for its own fund structures. It reports a domestic ownership structure with individual ownership elements rather than being part of a larger broker-dealer or wealth platform.