← Directory
UNISON ASSET MANAGEMENT LLC
CRD 288249File 801-110503
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$298.2M
Below cohort median (national)
Discretionary AUM
$298.2M
Clients
28
26 accounts
Employees
5
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 31, 2017
- Principal office
- 20803 BISCAYNE BLVD, SUITE 440, AVENTURA, FL, 33180
- Phone
- 786-971-5105
- Website
- https://www.unisonam.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $298.2M
- Discretionary AUM
- $298.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 26
- Non-discretionary accounts
- 0
- Total accounts
- 26
- AUM per client
- $10.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $44.5M |
| High net worth individuals | 5 | $4.1M |
| Pooled investment vehicles | 2 | $238.0M |
| State or municipal government entities | 2 | $11.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- 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 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 15 | 28 | increased by13 |
| Apr 1, 2026 | AUM | $244,186,921 | $298,201,516 | increased by$54,014,595 |
| Apr 1, 2026 | Accounts | 15 | 26 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 15 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $164,636,233 | $244,186,921 | increased by$79,550,688 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 15 | increased by4 |
| Apr 1, 2022 | Clients | 9 | 7 | decreased by2 |
| Apr 1, 2022 | AUM | $134,413,122 | $164,636,233 | increased by$30,223,111 |
| Apr 1, 2022 | Accounts | 14 | 11 | decreased by3 |
| 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 “UNISON ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UNISON ASSET” 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.