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 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.