UNLESS MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOULDER, Colorado
CRD number
318549
Registered since
March 7, 2022

Firm profile

FINTRX

Overview

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

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
  • AARON MARSH

    CFOCRD 4498171

  • Patricia Rogers

    General Counsel and Chief Compliance OfficerCRD 7490660

Contacts

2 of 2
  • Trevor Zimmerman

    Co-Founder and Managing PartnerCRD 6992441

  • David Mindell

    Co-FounderCRD 7517221

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth