Firm profile

UNITAS CAPITAL

HONG KONGCRD 162734Latest ADV March 31, 2026

Unitas Capital is an SEC registered investment adviser. Its latest Form ADV filing, dated March 31, 2026, reports $53M in regulatory assets under management, 3 employees, 1 office, and 3 accounts.

Assets Under Management
$53M
Employees
3
Offices
1 office
Total Clients
<5
Primary office
HONG KONG
27TH FLOOR, CANTON HOUSE, 56 QUEEN'S ROAD CENTRAL, HONG KONG, China
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJohn D. Lewis
CFOSharon G. L. Lim

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$53Mas of March 31, 2026
Discretionary2.6%
$1M
3% of total RAUM2.6%
Non-discretionary97.4%
$52M
97% of total RAUM97.4%
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$53M
Total Accounts3
10Y AUM Change$-674M (-92.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee1:1
10Y Employee Change+3

* 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.