Unimar

Unimar Financial Services LLC, established in 2011, offers investment management services to institutions and high net worth investors, focusing on global portfolio management with an emphasis on fixed income securities and funds. The firm provides services through separate accounts and privately-offered pooled investment vehicles. Clients typically pay a fee based on a percentage of assets under management, generally around 1%, with fees billed monthly or quarterly. Unimar may also charge performance fees based on net profits. The firm exercises investment discretion for managed accounts, following client-provided guidelines. Unimar does not participate in wrap fee programs and had regulatory assets under management of $213,299,652 as of December 31, 2024. The firm's investment strategies aim for capital appreciation through diversified investments, including debt and equity securities, ETFs, and derivatives. Unimar's principals have no disciplinary history, and the firm's employees adhere to a Code of Ethics. The firm's compliance policies aim to prevent regulatory violations and conflicts of interest. Clients receive regular performance reports and account statements. Unimar's executives have diverse educational backgrounds and professional experience in the financial industry.