UNISON
UNISON ADVISORS LLC Legal Name
Adviser information for UNISON last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 289 | $1.9B |
| Non-Discretionary | 0 | $0 |
| Total | 289 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 40 | $9.5M |
| HNW Individuals | 61 | $1.8B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $19.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $52.7M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
1025 CONNECTICUT AVENUE NWSUITE 1000
WASHINGTON
DC
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 646-290-7697, Fax: None
Websites
Chief Compliance Officer
NIR KAISSAR
MANAGING MEMBER
1025 CONNECTICUT AVENUE NW
SUITE 1000
WASHINGTON
DC
United States
Tel:
646-290-7697
N*******@*****************M
(Full email address available in API data)
Industry Affiliates
| NIR KAISSAR | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KAISSAR, NIR | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 05/2005 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 1 800 FLOWERS COM INC | CL A | 584K | 61K | – |
| 3M CO | COM | 2M | 23K | – |
| ACUITY BRANDS INC | COM | 1M | 5K | – |
| ADVANCED MICRO DEVICES INC | COM | 6M | 35K | – |
| ADVANSIX INC | COM | 672K | 29K | – |
| AFLAC INC | COM | 4M | 45K | – |
| ALBEMARLE CORP | COM | 1M | 13K | – |
| ALIGN TECHNOLOGY INC | COM | 3M | 11K | – |
| ALPHA METALLURGICAL RESOUR I | COM | 989K | 4K | – |
| AMBEV SA | SPONSORED ADR | 612K | 298K | – |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 79M | 1M | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 98M | 1M | – |
| APPLE INC | COM | 852K | 4K | – |
| ARCH RESOURCES INC | CL A | 742K | 5K | – |
| BANK OZK LITTLE ROCK ARK | COM | 591K | 14K | – |
| BARRETT BUSINESS SVCS INC | COM | 1M | 33K | – |
| BEST BUY INC | COM | 2M | 28K | – |
| BIOGEN INC | COM | 1M | 5K | – |
| BOISE CASCADE CO DEL | COM | 855K | 7K | – |
| BORGWARNER INC | COM | 479K | 15K | – |
| BREAD FINANCIAL HOLDINGS INC | COM | 770K | 17K | – |
| BUCKLE INC | COM | 1M | 38K | – |
| CAPITAL ONE FINL CORP | COM | 4M | 30K | – |
| CATHAY GEN BANCORP | COM | 589K | 16K | – |
| CHUBB LIMITED | COM | 3M | 13K | – |
| CISCO SYS INC | COM | 3M | 65K | – |
| CIVITAS RESOURCES INC | COM NEW | 552K | 8K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 2M | 29K | – |
| CONOCOPHILLIPS | COM | 2M | 17K | – |
| CORECIVIC INC | COM | 946K | 73K | – |
| COSTAMARE INC | SHS | 1M | 83K | – |
| COTERRA ENERGY INC | COM | 613K | 23K | – |
| CUMMINS INC | COM | 3M | 11K | – |
| D R HORTON INC | COM | 5M | 38K | – |
| DILLARDS INC | CL A | 3M | 8K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 33M | 1M | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 625K | 23K | – |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 502K | 14K | – |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 269K | 10K | – |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 419K | 13K | – |
| DISCOVER FINL SVCS | COM | 6M | 45K | – |
| EAST WEST BANCORP INC | COM | 606K | 8K | – |
| ECHOSTAR CORP | CL A | 406K | 23K | – |
| ELECTRONIC ARTS INC | COM | 3M | 21K | – |
| EMERGENT BIOSOLUTIONS INC | COM | 82K | 12K | – |
| EMERSON ELEC CO | COM | 2M | 21K | – |
| ENCORE WIRE CORP | COM | 1M | 4K | – |
| ENNIS INC | COM | 832K | 38K | – |
| EOG RES INC | COM | 4M | 29K | – |
| ESSENT GROUP LTD | COM | 634K | 11K | – |
| ETHAN ALLEN INTERIORS INC | COM | 816K | 29K | – |
| EVEREST GROUP LTD | COM | 628K | 2K | – |
| EXXON MOBIL CORP | COM | 2M | 21K | – |
| FEDERATED HERMES INC | CL B | 652K | 20K | – |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 587K | 12K | – |
| FIFTH THIRD BANCORP | COM | 4M | 101K | – |
| FIRST AMERN FINL CORP | COM | 509K | 9K | – |
| FIRST HORIZON CORPORATION | COM | 734K | 46K | – |
| FOOT LOCKER INC | COM | 258K | 10K | – |
| FRANKLIN RESOURCES INC | COM | 2M | 105K | – |
| FUTUREFUEL CORP | COM | 294K | 57K | – |
| GARMIN LTD | SHS | 5M | 28K | – |
| GENERAL DYNAMICS CORP | COM | 5M | 17K | – |
| GENERAL MTRS CO | COM | 3M | 67K | – |
| GLOBAL X FDS | US PFD ETF | 1M | 58K | – |
| GRAY TELEVISION INC | COM | 190K | 37K | – |
| HANMI FINL CORP | COM NEW | 501K | 30K | – |
| HEALTHCARE SVCS GROUP INC | COM | 361K | 34K | – |
| HEARTLAND FINL USA INC | COM | 740K | 17K | – |
| HEIDRICK & STRUGGLES INTL IN | COM | 627K | 20K | – |
| HF SINCLAIR CORP | COM | 1M | 22K | – |
| HIBBETT INC | COM | 1M | 12K | – |
| HNI CORP | COM | 322K | 7K | – |
| HP INC | COM | 4M | 111K | – |
| INGLES MKTS INC | CL A | 1M | 15K | – |
| INSTEEL INDS INC | COM | 540K | 17K | – |
| INTEL CORP | COM | 962K | 31K | – |
| INTERNATIONAL PAPER CO | COM | 2M | 57K | – |
| INVESCO LTD | SHS | 363K | 24K | – |
| ISHARES TR | BROAD USD HIGH | 2M | 53K | – |
| ISHARES TR | JPMORGAN USD EMG | 1M | 15K | – |
| ISHARES TR | MSCI INTL MOMENT | 3M | 76K | – |
| ISHARES TR | MSCI INTL QUALTY | 32M | 828K | – |
| ISHARES TR | MSCI USA MMENTM | 4M | 22K | – |
| ISHARES TR | MSCI USA QLT FCT | 39M | 229K | – |
| ISHARES TR | SHRT NAT MUN ETF | 2M | 23K | – |
| JOHNSON OUTDOORS INC | CL A | 230K | 7K | – |
| KRONOS WORLDWIDE INC | COM | 465K | 37K | – |
| LABCORP HOLDINGS INC | COM SHS | 2M | 11K | – |
| LEAR CORP | COM NEW | 332K | 3K | – |
| LENNAR CORP | CL A | 6M | 37K | – |
| LIBERTY ENERGY INC | COM CL A | 854K | 41K | – |
| LINCOLN NATL CORP IND | COM | 2M | 62K | – |
| LOUISIANA PAC CORP | COM | 682K | 8K | – |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 4M | 39K | – |
| M/I HOMES INC | COM | 845K | 7K | – |
| MALIBU BOATS INC | COM CL A | 306K | 9K | – |
| MANPOWERGROUP INC WIS | COM | 472K | 7K | – |
| MASTERCRAFT BOAT HLDGS INC | COM | 333K | 18K | – |
| MATSON INC | COM | 903K | 7K | – |
| MERITAGE HOMES CORP | COM | 840K | 5K | – |
| META PLATFORMS INC | CL A | 8M | 16K | – |
| METHODE ELECTRS INC | COM | 154K | 15K | – |
| METLIFE INC | COM | 4M | 51K | – |
| MGIC INVT CORP WIS | COM | 720K | 33K | – |
| MICRON TECHNOLOGY INC | COM | 5M | 34K | – |
| MINERALS TECHNOLOGIES INC | COM | 531K | 6K | – |
| MOHAWK INDS INC | COM | 302K | 3K | – |
| MUELLER INDS INC | COM | 1M | 19K | – |
| NMI HLDGS INC | COM | 775K | 23K | – |
| NUCOR CORP | COM | 7M | 42K | – |
| NVR INC | COM | 3M | 335 | – |
| OFG BANCORP | COM | 1M | 29K | – |
| PACIFIC PREMIER BANCORP | COM | 326K | 14K | – |
| PARAMOUNT GLOBAL | CLASS A COM | 193K | 10K | – |
| PERDOCEO ED CORP | COM | 906K | 42K | – |
| PFIZER INC | COM | 2M | 86K | – |
| POPULAR INC | COM NEW | 846K | 10K | – |
| PREFERRED BK LOS ANGELES CA | COM NEW | 764K | 10K | – |
| PREMIER INC | CL A | 315K | 17K | – |
| PRICE T ROWE GROUP INC | COM | 2M | 17K | – |
| PRINCIPAL FINANCIAL GROUP IN | COM | 5M | 58K | – |
| PRUDENTIAL FINL INC | COM | 4M | 34K | – |
| PULTE GROUP INC | COM | 1M | 10K | – |
| QCR HOLDINGS INC | COM | 690K | 11K | – |
| QIWI PLC | SPON ADR REP B | 269K | 48K | – |
| RADIUS RECYCLING INC | CL A | 165K | 11K | – |
| REGENERON PHARMACEUTICALS | COM | 6M | 6K | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 736K | 4K | – |
| RENAISSANCERE HLDGS LTD | COM | 534K | 2K | – |
| RMR GROUP INC | CL A | 476K | 21K | – |
| SCHNEIDER NATIONAL INC | CL B | 666K | 27K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 42M | 1M | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 30M | 862K | – |
| SKYWORKS SOLUTIONS INC | COM | 2M | 17K | – |
| SMITH & WESSON BRANDS INC | COM | 478K | 33K | – |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 3M | 63K | – |
| SOLVENTUM CORP | COM SHS | 295K | 6K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 6M | 61K | – |
| STAR BULK CARRIERS CORP. | SHS PAR | 794K | 33K | – |
| STEEL DYNAMICS INC | COM | 2M | 12K | – |
| STEWART INFORMATION SVCS COR | COM | 768K | 12K | – |
| STURM RUGER & CO INC | COM | 422K | 10K | – |
| SYNCHRONY FINANCIAL | COM | 5M | 103K | – |
| TAYLOR MORRISON HOME CORP | COM | 614K | 11K | – |
| TD SYNNEX CORPORATION | COM | 461K | 4K | – |
| TEGNA INC | COM | 449K | 32K | – |
| THE CIGNA GROUP | COM | 4M | 12K | – |
| THOR INDS INC | COM | 516K | 6K | – |
| TRAVELERS COMPANIES INC | COM | 3M | 15K | – |
| TRONOX HOLDINGS PLC | SHS | 681K | 43K | – |
| TYSON FOODS INC | CL A | 1M | 26K | – |
| UNITED STATES STL CORP NEW | COM | 692K | 18K | – |
| UNITED THERAPEUTICS CORP DEL | COM | 727K | 2K | – |
| UNIVERSAL INS HLDGS INC | COM | 691K | 37K | – |
| VAALCO ENERGY INC | COM NEW | 810K | 129K | – |
| VALERO ENERGY CORP | COM | 2M | 15K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 2M | 32K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 268K | 1K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 2M | 28K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 999K | 4K | – |
| VANGUARD INDEX FDS | VALUE ETF | 60M | 374K | – |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 997K | 25K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 904K | 8K | – |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 901K | 19K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 16M | 326K | – |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 4M | 97K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 11M | 192K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 18M | 231K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 296K | 5K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 15M | 129K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 11M | 160K | – |
| VERIZON COMMUNICATIONS INC | COM | 3M | 61K | – |
| VISHAY INTERTECHNOLOGY INC | COM | 623K | 28K | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 497K | 41K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 666K | 89K | – |
| WARRIOR MET COAL INC | COM | 951K | 15K | – |
| WESTLAKE CORPORATION | COM | 733K | 5K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 2M | 68K | – |
| WISDOMTREE TR | EMG MKTS SMCAP | 42M | 823K | – |