Asset manager · New York, NY
Unlimited
Unlimited Funds, Inc. · SEC-registered investment adviser · CRD 322644 · SEC 801-126421
At a glance
Unlimited is an SEC-registered investment adviser based in New York, New York, with $174 million in regulatory assets under management as of its Form ADV filed April 17, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 2,168th of 3,218 asset managers and 12,938th of 17,210 SEC-registered advisers by assets.
Main office 617-233-7280unlimitedfunds.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $174M
- Rank among asset managers
- #2,168 of 3,218
- Rank among all SEC RIAs
- #12,938 of 17,210
- Rank in New York
- #1,979 of 2,591
- Clients
- 2
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Robert T. ElliottDirector & CEO & Chief Investment Officer
- Matthew SalzbergDirector
- Bruce McNevinDirector & Chief Data Scientist
- Michelle A. SullivanCCO & COO
Custody and brokerage
Custodian
Unlimited’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Unlimited is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $174M | 100% |
| Pooled investment vehicles | 1 | $0M | <1% |
Private funds
Unlimited reports 1 private funds with $46M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Unlimited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗unlimitedfunds.com ↗
AtlasMembers
The full record on Unlimited
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, 3 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 763 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Unlimited manage?
Unlimited reports $174 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 17, 2026.
What kind of firm is Unlimited?
Unlimited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Unlimited’s clients?
By assets, its largest client types are investment companies ($174 million, 1 clients); pooled investment vehicles ($10,215, 1 clients).
Does Unlimited manage private funds?
Yes. It reports 1 private funds with $46 million in gross assets, including private equity funds.
Does Unlimited have any disciplinary history?
Unlimited 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 Unlimited’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 (2026-04-17), 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 →