Unifi Asset Management LP

RIASEC RegisteredEst. 2024
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$424M
Accounts
6
Employees
16
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
330942
Registered since
August 21, 2024
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles61.53%
  • Other Investment Advisers38.47%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Unifi Asset Management LP is organized as a limited partnership and operates as a hedge fund manager registered with the SEC in 2024. Its client base is institutional, and the firm provides portfolio management for pooled investment vehicles as well as for businesses and institutional accounts. Unifi performs sponsor/GP/managing‑member roles for pooled vehicles and is registered to operate in capacities consistent with a CPO/CTA. Its compensation structure includes a percentage of assets under management and performance‑based fees (with an additional unspecified fee element noted). The firm does not self-identify as an active ESG investor, is not a multi‑state adviser, and does not list capital allocation or pension consulting as part of its service profile.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Derivatives 50%, Cash & Cash Equivalents 35%, US Government Bonds 8%, Exchange Traded Equities 4%, Non-Investment Grade Corp Bonds 3%50%
  • Derivatives50%
  • Cash & Cash Equivalents35%
  • US Government Bonds8%
  • Exchange Traded Equities4%
  • Non-Investment Grade Corp Bonds3%

Owners & executives

2 of 2
  • Ryan Brown

    Ryan Brown

    Chief Financial OfficerCRD 7719527

  • Omer Gundogdu

    CEO & Chief Investment OfficerCRD 4931449

Contacts

1 of 1
  • Adam Tarkan

    Adam Tarkan

    General CounselCRD 6106723

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Battery Park Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth