UNLESS MANAGEMENT LP
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 318549
- Registered since
- March 7, 2022
Firm profile
FINTRXOverview
Unless Management LP is a small, SEC-registered limited partnership that functions primarily as sponsor and general partner of pooled investment vehicles. Registered in 2022 and owned by an individual, the firm does not present itself as a traditional advisory business with separately managed account clients; instead, it structures and manages private pooled funds. The firm is not identified as an active ESG investor, is not multi-state, and is classified as unclassified for regulatory filings. Its stated activity centers on operating and managing pooled vehicles rather than acting as a capital allocator to third-party managers.
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 2AARON MARSH
CFOCRD 4498171
Patricia Rogers
General Counsel and Chief Compliance OfficerCRD 7490660
Contacts
2 of 2Trevor Zimmerman
Co-Founder and Managing PartnerCRD 6992441
David Mindell
Co-FounderCRD 7517221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 1023 Walnut St
- Time zone
- MT (UTC-7)
- Office locations
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