Unison Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aventura, FL. Its latest Form ADV filing, dated March 26, 2026, reports $298M in regulatory assets under management, 5 employees, and 26 accounts.
Assets Under Management
$298M
Employees
5
Offices
--
Total Clients
28
Primary office
AVENTURA, FL
20803 BISCAYNE BLVD, SUITE 440, AVENTURA, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 67.9% of total clients.
Top client categories% of clientsClients
1
Corporations
67.9%
19
2
HNWI
17.9%
5
3
Pooled Investment Vehicles
7.1%
2
4
Government
7.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$298Mas of March 26, 2026
Discretionary100.0%
$298M
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$298M
Total Accounts26
10Y AUM Change+$298M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee6:1
10Y Employee Change+3 (+150.0%)
* 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.