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UNIMAR
Legal name: UNIMAR FINANCIAL SERVICES, LLC
CRD 159674File 801-108974
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$230.8M
Below cohort median (national)
Discretionary AUM
$227.1M
Non-discretionary $3.7M
Clients
43
43 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 23, 2017
- Principal office
- 1221 BRICKELL AVENUE, SUITE 2601, MIAMI, FL, 33131
- Phone
- 3057979124
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $230.8M
- Discretionary AUM
- $227.1M
- Non-discretionary AUM
- $3.7M
- Discretionary accounts
- 39
- Non-discretionary accounts
- 4
- Total accounts
- 43
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $46.3M |
| Pooled investment vehicles | 7 | $184.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 38 | 43 | increased by5 |
| Apr 1, 2026 | AUM | $213,299,652 | $230,798,715 | increased by$17,499,063 |
| Apr 1, 2026 | Accounts | 38 | 43 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 27 | 38 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $249,432,319 | $213,299,652 | decreased by$36,132,667 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 22 | 38 | increased by16 |
| Mar 1, 2022 | Clients | 30 | 27 | decreased by3 |
| Mar 1, 2022 | AUM | $257,562,050 | $249,432,319 | decreased by$8,129,731 |
| Mar 1, 2022 | Accounts | 30 | 22 | decreased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UNIMAR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UNIMAR” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.