UNITY PARTNERS
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 322847
- Registered since
- July 28, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Unity Partners is organized as a limited partnership and operates as a private equity fund that serves institutional investors. The firm functions as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those pooled vehicles rather than acting primarily as an external capital allocator. Fee arrangements combine a percentage-of-assets-within-the-fund model and performance-based fees. Unity Partners is identified as an active ESG investor and is registered with the SEC in 2025. Ownership of the firm and its funds includes both domestic entities and individual investors.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JOHN BLOCK
Chief Executive OfficerCRD 7297167
CHRISTOPHER ELLIOTT
Chief Operating Officer & PartnerCRD 5158928
Contacts
3 of 3JAMES SHARPE
PartnerCRD 4016662
BRYAN ADAMS
Co-Founder and ChairmanCRD 7297160
NATHAN ARNOLD
Team LeadCRD 7999581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1333 Oak Lawn Ave
- Time zone
- CT (UTC-6)
- Office locations
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