Unison Asset Management LLC

Unison Asset Management LLC is a registered Investment Adviser with the SEC, established in March 2017 and headquartered in North Miami Beach, Florida. The firm specializes in providing portfolio management services globally to high net worth individuals, families, open-ended funds, private funds, and institutions. Unison offers both discretionary and non-discretionary advisory services tailored to each client's investment objectives. The firm manages approximately $244,186,921 on a discretionary basis as of December 31, 2024. Clients typically have a minimum account requirement of $250,000, although smaller amounts may be accepted at the firm's discretion. Unison charges advisory fees ranging from 0.75% to 2% annually for managed accounts, with fees based on the net asset value of the account. The firm also provides services to private funds and UCITS, with fees ranging from 0.75% to 1.25% depending on the fund type. Unison follows a Code of Ethics that emphasizes placing clients' interests first and conducts regular reviews of client accounts. Investment strategies include fundamental and technical analysis, with a focus on long-term and short-term investments, trading, and other strategies based on client objectives. Unison discloses potential investment risks such as interest rate, market, inflation, currency, and liquidity risks. The firm does not have any disciplinary information and maintains custody of client assets at qualified custodians. Unison exercises investment discretion within the client's established mandate and votes client securities proxies in the best interest of clients.