Unio Capital LLC
Unio Capital LLC is an SEC-registered wealth manager in Princeton, NJ with $691.5M assets under management (AUM, regulatory AUM), +119% over one year. See who owns Unio Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166483, SEC 801-108533, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $691.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Princeton, NJ
- Employees
- 8
- Clients
- 115
- CRD
- 166483
- Ownership
- ALLISON, JOHN, ANTHONY; CARTON, KEVIN, KRIDEL; NITZE, PETER, PAUL; UNIO HOLDINGS LLC; UNIO HOLDINGS L.P.
How much AUM does Unio Capital LLC have?
Unio Capital LLC reported $691.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Unio Capital LLC?
Disclosed owners and executives of Unio Capital LLC include ALLISON, JOHN, ANTHONY, CARTON, KEVIN, KRIDEL, NITZE, PETER, PAUL, UNIO HOLDINGS LLC, UNIO HOLDINGS L.P.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.