Unified Asset Management LLC

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Assets, Funds, Holdings

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Unified Asset Management LLC
CRD #159866
SEC #802-73095
CIK #
AUM
Employees
Phone917-282-1174
Address
Source [IAPD]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Rolling Stream Fund 2 LP [2017-11-17] 9.9 9.0
PE Rolling Stream Fund LP [2016-03-21] 3.8 3.0
PE Consolidated Asset Funding-Wish LP [2014-03-28] 12.8 13.0
PE Consolidated Asset Funding 3 LP [2013-04-01] 100.0 2.7
PE Consolidated Asset Funding II LP [2013-04-01] 0.0 0.0
PE Consolidated Asset Funding LP [2012-01-26] 0.0 25.1
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Brian Goldman 8
Walter Klores 6
Ronald Carner 3
Ron Carner 3
Rolling Stream 2 LLC 1
Unified Capital Partners LLC 1
Rolling Stream LLC 1
Unified Capital Partners 3 LLC 1
Unified Capital Partners-Wish LLC 1
Unified Capital Partners LL LLC 1
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