UNIGESTION (US) LTD
Firm details
- Headquarters
- New York, New York
- CRD number
- 305038
- Registered since
- February 28, 2020
- Website
- www.unigestion.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles77.37%
- Corporations / Businesses12.22%
- Pension & Profit Sharing Plans10.41%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Unigestion (US) Ltd is an institutional-focused investment manager and capital allocator that operates as both a private equity fund sponsor and an independent registered investment adviser. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional clients, and it acts in sponsor/GP roles for pooled vehicles. Its client base is institutional rather than retail, and its fees include percentage-of-AUM arrangements alongside other fee structures. The firm is not listed as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Private Funds
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds47%
- Non-Exchange Traded Equities35%
- Other18%
Owners & executives
1 of 1STEPHAN KLEE
Partner and Chief Financial OfficerCRD 6851909
Contacts
3 of 3Jonathan Tetrault
DirectorCRD 8258950
Michael Toedtli
DirectorCRD 8262210
Samuel Zemp
DirectorCRD 7954937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- At The Spiral Hudson Blvd
- Time zone
- ET (UTC-5)
- Office locations
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