Unless Management LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Aaron Marsh
CFOCRD 4498171
Patricia Rogers
General Counsel and Chief Compliance OfficerCRD 7490660
Contacts
2 of 2
Trevor Zimmerman
Co-Founder and Managing PartnerCRD 6992441
David Mindell
Co-FounderCRD 7517221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
The Wealth Conservancy, Inc.
RIABoulder, CO
Kilterhowling LLC
RIABoulder, CO
Consilium, LLC
RIABoulder, CO
Broadview Wealth Partners
RIABoulder, CO
M4a3 LLC
RIABoulder, CO
Welch Financial Planning, LLC
RIABoulder, CO