Private fund adviser · Aventura, FL
Unison Asset Management LLC
SEC-registered investment adviser · CRD 288249 · SEC 801-110503
At a glance
Unison Asset Management LLC is an SEC-registered investment adviser based in Aventura, Florida, with $298 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 5 individual clients. By Form ADV it is a private fund adviser, ranked 3,602nd of 4,686 private fund advisers and 10,204th of 17,210 SEC-registered advisers by assets.
Main office 786-971-5105unisonam.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $298M
- Rank among private fund advisers
- #3,602 of 4,686
- Rank among all SEC RIAs
- #10,204 of 17,210
- Rank in Florida
- #598 of 1,090
- Individual clients
- 5
- High-net-worth clients
- 5
- Accounts
- 26
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Alexander FurmanskiElected Manager and Member
- Daniel A. BakalarzElected Manager and Member
- Adam S. JaffeChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $238M | 80% |
| Corporations or other businesses | 19 | $44M | 15% |
| State or municipal government entities | 2 | $12M | 4% |
| High-net-worth individuals | 5 | $4M | 1% |
Private funds
Unison Asset Management LLC reports 1 private funds with $52M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Unison Asset Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗unisonam.com ↗
AtlasMembers
The full record on Unison Asset Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,054 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Unison Asset Management LLC manage?
Unison Asset Management LLC reports $298 million in regulatory assets under management across 26 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Unison Asset Management LLC?
Unison Asset Management LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Unison Asset Management LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($238 million, 2 clients); corporations or other businesses ($44 million, 19 clients); state or municipal government entities ($12 million, 2 clients).
Does Unison Asset Management LLC manage private funds?
Yes. It reports 1 private funds with $52 million in gross assets, including hedge funds.
Does Unison Asset Management LLC have any disciplinary history?
Unison Asset Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Unison Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →