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UNISON ASSET MANAGEMENT LLC
CRD 288249 · SEC 801-110503
20803 BISCAYNE BLVD, SUITE 440, AVENTURA, FL, 33180, United States
Phone
786-971-5105
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$298.2M
Discretionary AUM
$298.2M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $4.1M |
| Pooled investment vehicles | 2 | $238.0M |
| State/municipal entities | 2 | $11.6M |
| Corporations/business entities | 19 | $44.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD