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UNITY PARTNERS
UNITY PARTNERS LP
CRD 322847 · SEC 801-134020
1333 OAK LAWN AVENUE, SUITE 1000, DALLAS, TX, 75207, United States
Phone
314-210-9702
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$367.0M
Discretionary AUM
$367.0M
Team
24 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-05-06
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $367.0M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD