Unison is an SEC registered investment adviser organized as a limited liability company with a primary office location in Providence, RI. Its latest Form ADV filing, dated March 30, 2026, reports $2.0B in regulatory assets under management, 1 employee, and 305 accounts.
Assets Under Management
$2.0B
Employees
1
Offices
--
Total Clients
95
Primary office
PROVIDENCE, RI
225 DYER STREET, 2ND FLOOR, PROVIDENCE, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
57
2
Individuals
40.0%
38
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 30, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts305
10Y AUM Change+$808M (+66.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee95:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.