Unigestion (Us) Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated April 28, 2026, reports $2.5B in regulatory assets under management, 9 employees, and 27 accounts.
Assets Under Management
$2.5B
Employees
9
Offices
--
Total Clients
27
Primary office
NEW YORK, NY
STUDIO AT THE SPIRAL, 66 HUDSON BLVD. E., 24TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
18
2
Corporations
29.6%
8
3
Pension Plans
3.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of April 28, 2026
Discretionary10.4%
$256M
10% of total RAUM10.4%
Non-discretionary89.6%
$2.2B
90% of total RAUM89.6%
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$2.5B
Total Accounts27
10Y AUM Change+$1.2B (+102.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee3:1
10Y Employee Change+1 (+12.5%)
* 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.