Unimar is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 4, 2026, reports $231M in regulatory assets under management, 3 employees, and 43 accounts.
Assets Under Management
$231M
Employees
3
Offices
--
Total Clients
43
Primary office
MIAMI, FL
1450 BRICKELL AVENUE, SUITE 2160, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.7% of total clients.
Top client categories% of clientsClients
1
HNWI
83.7%
36
2
Pooled Investment Vehicles
16.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of March 4, 2026
Discretionary98.4%
$227M
98% of total RAUM98.4%
Non-discretionary1.6%
$4M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$231M
Total Accounts43
10Y AUM Change+$18M (+8.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee14:1
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.