UNISON ADVISORS LLC
Legal name: UNISON
CRD #155470 SEC #801-106874 PROVIDENCE, RI 646-290-7697
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
1
Clients
--
Accounts
296
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 1 | 0 |
| Mar 2024 | $1.9B | $1.9B | $0 | 1 | 0 |
| Mar 2023 | $1.6B | $1.6B | $0 | 1 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 1 | 0 |
| Mar 2021 | $1.6B | $1.6B | $0 | 1 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 1 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 1 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 1 | 0 |
| Mar 2018 | $1.4B | $1.4B | $0 | 1 | 0 |
| Mar 2017 | $1.2B | $1.2B | $0 | 1 | 26 |
| Mar 2016 | $1B | $1B | $0 | 1 | 26 |
| Oct 2015 | $966.6M | $966.6M | $0 | 1 | 26 |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees1
Clients26
DateOct 2015
Total AUM$966.6M
Discretionary$966.6M
Non-Disc.$0
Employees1
Clients26