Unimar

RIASEC RegisteredEst. 2017

Total AUM

$231M

Discretionary

$227M

98% of AUM

Avg account

$5.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 159674
Registered since: January 23, 2017
Custodians: PERSHING LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles79.94%
HNWI20.06%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Unimar is a limited liability company registered with the SEC in 2017 that operates as a fund manager and commodity pool/CTA provider. It markets pooled vehicles alongside separate account portfolio management for individuals and small businesses, and it also provides portfolio management for pooled investment vehicles and the selection of other advisers. The firm acts in sponsor/GP/managing-member roles for pooled funds. Its client base includes individual and family investors as well as institutional clients. Compensation mixes a percentage-of-AUM fee with performance-based fees. Unimar is not identified as an active ESG investor and does not report multi-state adviser status.