Unless Management LP

RIASEC RegisteredEst. 2026
Total AUM
$253M
Discretionary
$253M
100% of AUM
Avg account
$63.2M
Accounts
4
Employees
4
Advisory reps
4

Firm details

Headquarters
Boulder, Colorado
CRD number
318549
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Unless Management LP is a limited partnership that operates as a multifaceted fund manager, combining venture capital and hedge-fund style strategies and acting as sponsor/GP and managing member of pooled investment vehicles. The firm’s client base is institutional, and its advisory activity is focused on portfolio management for pooled vehicles rather than direct retail wealth management. Its compensation model includes both a percentage-of-assets fee and performance-based fees, consistent with traditional private fund economics. The firm is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Aaron Marsh

    Aaron Marsh

    CFOCRD 4498171

  • Patricia Rogers

    General Counsel and Chief Compliance OfficerCRD 7490660

Contacts

2 of 2
  • Trevor Zimmerman

    Trevor Zimmerman

    Co-Founder and Managing PartnerCRD 6992441

  • David Mindell

    Co-FounderCRD 7517221

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

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Location

Primary office

Boulder, CO

Boulder

Location

Boulder, CO

Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
1120 1/2 Pine St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth