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UNIGESTION (US) LTD
CRD 305038File 801-118143
APPROVED
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.45B
Top 25% of cohort (national)
Discretionary AUM
$255.5M
Non-discretionary $2.20B
Clients
27
27 accounts
Employees
9
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 28, 2020
- Principal office
- STUDIO AT THE SPIRAL, 66 HUDSON BLVD. E., 24TH FLOOR, NEW YORK, NY, 10001
- Phone
- +1 646 449 7670
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.45B
- Discretionary AUM
- $255.5M
- Non-discretionary AUM
- $2.20B
- Discretionary accounts
- 1
- Non-discretionary accounts
- 26
- Total accounts
- 27
- AUM per client
- $90.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $299.8M |
| Pooled investment vehicles | 18 | $1.90B |
| Pension and profit sharing plans | 1 | $255.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — GROUP TRANSFER PRICING FOR MULTINATIONAL ENTERPRISES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.