Unigestion (us) Ltd

Unigestion (US) Ltd. is a registered investment adviser established in 2003 and a subsidiary of Unigestion Holding SA. The firm provides advisory services to pooled investment vehicles and segregated mandates, focusing on private equity investments. Unigestion US manages assets totaling $2,628,000,000 as of December 2022, primarily on a non-discretionary basis. For discretionary managed account mandates, the firm may charge a negotiable performance fee in addition to a management fee. Clients include Unigestion SA and a U.S. domiciled limited partnership, with a minimum investment amount of $75 million for private equity segregated portfolios. The firm emphasizes a collegial approach to investment decision-making and highlights the risks associated with private equity investments, including illiquidity, market fluctuations, and regulatory uncertainties. Unigestion US does not maintain custody of client funds or securities and accepts discretionary authority to manage investments within client accounts. The firm's Code of Ethics emphasizes integrity, professionalism, and compliance with federal securities laws, with controls in place to manage conflicts of interest and personal trading activities. Unigestion US does not vote on client securities and has no financial information impairing its ability to meet client commitments.