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UNIO CAPITAL LLC
CRD 166483File 801-108533
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$691.5M
Above cohort median (national)
Discretionary AUM
$691.5M
Clients
98
115 accounts
Employees
8
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 3, 2016
- Principal office
- 212 CARNEGIE CENTER, SUITE 300, PRINCETON, NJ, 08540
- Phone
- 212-920-2000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $691.5M
- Discretionary AUM
- $691.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 115
- Non-discretionary accounts
- 0
- Total accounts
- 115
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.3M |
| Charitable organizations | Fewer than 5 | $279.1M |
| High net worth individuals | 68 | $225.2M |
| Pooled investment vehicles | 2 | $143.7M |
| Pension and profit sharing plans | Fewer than 5 | $10.3M |
| Individuals (other than high net worth individuals) | 20 | $6.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 115 | 98 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.