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UNITY PARTNERS

UNITY PARTNERS LP

CRD 322847 · SEC 801-134020

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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

TypeClientsAUM
Pooled investment vehicles3$367.0M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD