Unity Partners
Unity Partners is an SEC-registered asset manager in Dallas, TX with $367.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Unity Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322847, SEC 801-134020, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $367.0M (2026-05-06)
- Firm type
- Asset Manager
- Location
- Dallas, TX
- Employees
- 24
- Clients
- 3
- CRD
- 322847
- Ownership
- ADAMS, BRYAN, W.; ARNOLD, NATHAN, ROBERT; ELLIOTT, CHRISTOPHER, WILSON; BLOCK, JOHN, A.; UNITY PARTNERS UGP, LLC
How much AUM does Unity Partners have?
Unity Partners reported $367.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Unity Partners?
Disclosed owners and executives of Unity Partners include ADAMS, BRYAN, W., ARNOLD, NATHAN, ROBERT, ELLIOTT, CHRISTOPHER, WILSON, BLOCK, JOHN, A., UNITY PARTNERS UGP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.