UNIFI ASSET MANAGEMENT LP

RIASEC RegisteredEst. 2024
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$716M
Accounts
6
Employees
16
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
330942
Registered since
August 21, 2024
Custodians
THE BANK OF NEW YORK MELLON, U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles59.88%
  • Other Investment Advisers40.12%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Unifi Asset Management LP operates as a limited partnership functioning as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (2024) and lists its primary advisory activities as portfolio management for pooled investment vehicles and for businesses or institutions. It also carries CPO/CTA designations and acts as sponsor, general partner and managing member of pooled vehicles, indicating control roles across its fund structures rather than purely advisory relationships. Investment activity centers on strategies that make sizable use of derivatives alongside credit-oriented and private-market allocations. The firm’s fee model combines a percentage of AUM with performance-based fees, consistent with hedge-fund economics. Unifi is not positioned as an ESG investor and targets institutional mandates rather than retail or mass-affluent households.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 55%, Cash & Cash Equivalents 20%, Investment Grade Corp Bonds 15%, US Government Bonds 4%, Exchange Traded Equities 3%, Non-Investment Grade Corp Bonds 3%55%
  • Derivatives55%
  • Cash & Cash Equivalents20%
  • Investment Grade Corp Bonds15%
  • US Government Bonds4%
  • Exchange Traded Equities3%

Owners & executives

3 of 3
  • MANSOOR MALBARI

    Chief Financial OfficerCRD 2027334

  • OMER GUNDOGDU

    CEO & Chief Investment OfficerCRD 4931449

  • Frederick Shaw

    Chief Operating OfficerCRD 3213116

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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