Unison
Firm details
- Headquarters
- Providence, Rhode Island
- CRD number
- 155470
- Registered since
- November 4, 2015
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95%
- Other Investment Advisers3.48%
- Charitable Organizations0.91%
- Individuals0.61%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Unison is an independent registered investment adviser organized as an LLC and operating under an individual ownership structure. The firm registered with the SEC in 2015 and focuses on portfolio management for individuals and small businesses. Its client base is primarily individuals and families, and it charges fees as a percentage of assets under management. Unison does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The firm lists an affiliation with a law firm among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities87%
- State & Local Bonds5%
- Private Funds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Nir Kaissar
Portfolio ManagerCRD 4978989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$1.1B in ETFs
72%
$821M
26%
$318M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF (VTEI) | Vanguard | Passive | Muni National Interm | $241M | 2,386,124 | 21.17% |
Location
Providence, RI
Providence
Location
Providence, RI
Headquartered in Providence, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 225 Dyer St
- Time zone
- ET (UTC-5)
- Office locations
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