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| Unified Investment Management LLC
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| CRD # | 326056 |
| SEC # | 801-127765 |
| CIK # | 0002054855 |
| AUM | 150.6 M (2026-01-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-920-4768 |
| Address | One Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002054855 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Genuine Parts Co | 6.0 | ||
| Nvidia Corp | 2.5 | ||
| Microsoft Corp | 2.0 | ||
| Apple Inc | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Royal Dutch Shell PLC | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| United Rentals Inc /DE | 1.6 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Generac Holdings Inc | 1.4 | ||
| Halozyme Therapeutics Inc | 1.4 | ||
| Paypal Holdings Inc | 1.3 | ||
| Johnson & Johnson | 1.3 | ||
| Qualcomm Inc/DE | 1.3 | ||
| Nextracker Inc | 1.2 | ||
| Merck & Co Inc | 1.2 | ||
| Chevron Corp | 1.1 | ||
| Cisco Systems Inc | 1.0 | ||
| Quanta Services Inc | 1.0 | ||
| Palo Alto Networks Inc | 1.0 | ||
| Visa Inc | 1.0 | ||
| Statoil ASA | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 11.5 |
| (b) Individuals (high net worth individuals) | 43 | 138.6 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 150.6 |
| By Discretionary | ||
| Discretionary | 263 | 150.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 263 | 150.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.6 | |
| Total | 263 | 150.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054855] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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