UNITY PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$367M
Discretionary
$367M
100% of AUM
Avg account
$122M
Accounts
3
Employees
24
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOHN BLOCK

    Chief Executive OfficerCRD 7297167

  • CHRISTOPHER ELLIOTT

    Chief Operating Officer & PartnerCRD 5158928

Contacts

3 of 3
  • JAMES SHARPE

    PartnerCRD 4016662

  • BRYAN ADAMS

    Co-Founder and ChairmanCRD 7297160

  • NATHAN ARNOLD

    Team LeadCRD 7999581

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth