Unison Asset Management LLC

RIASEC RegisteredEst. 2017

Total AUM

$298M

Discretionary

$298M

100% of AUM

Avg account

$11.5M

Accounts

26

Employees

5

Advisory reps

3

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 a hedge-fund–structured investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management for individuals and small businesses, pooled investment vehicles, and separate account management for institutions and businesses. Its client fee arrangements include asset-based charges, fixed fees, and performance-based fees. Unison does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities76%
Cash & Cash Equivalents23%
Public Funds/Mutual Funds1%

Owners & executives

1 of 1

Adam Jaffe
Chief Operating OfficerCRD 2723231

Contacts

2 of 2

Alexander Furmanski
PartnerCRD 4673660
Daniel Bakalarz
PartnerCRD 4670411

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$2M in ETFs

Passive

100%

$2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$1.3M	1,768	64.43%

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Primary office

Aventura, FL

Miami Dade

Location

Aventura, FL

Headquartered in Aventura, 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: 20803 Biscayne Blvd
Time zone: ET (UTC-5)
Office locations

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