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UNIO CAPITAL LLC
CRD 166483 · SEC 801-108533
212 CARNEGIE CENTER, SUITE 300, PRINCETON, NJ, 08540, United States
Phone
212-920-2000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$691.5M
Discretionary AUM
$691.5M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.6M |
| High net worth individuals | 68 | $225.2M |
| Pooled investment vehicles | 2 | $143.7M |
| Pension/profit sharing plans | 3 | $10.3M |
| Charitable organizations | 4 | $279.1M |
| Corporations/business entities | 1 | $12.3M |
States served
MA, NJ, NY
All web addresses on file
Official SEC filing: View on IAPD