UNLIMITED

UNLIMITED FUNDS, INC.

CRD 322644 · SEC 801-126421

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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250 BROADWAY, 29TH FLOOR, NEW YORK, NY, 10007, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.5M

Discretionary AUM

$174.5M

Team

6 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-17

Disciplinary history

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Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

Type	Clients	AUM
Investment companies	1	$174.5M
Pooled investment vehicles	1	$10K

States served

All web addresses on file

Official SEC filing: View on IAPD