|
⚲
|
| Unigestion US Ltd
✚
|
|
|---|---|
| CRD # | 305038 |
| SEC # | 801-118143 |
| CIK # | |
| AUM | $2.6 BB (2023-03-31) |
| Employees | 8 (62% Investors, 12% Brokers) |
| Phone | 201-714-2400 |
| Address | Harborside Financial Center Plaza 10, Jersey City, NJ 07311 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 1.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 2.6 |
| By Discretionary | ||
| Discretionary | 1 | 0.4 |
| Non-Discretionary | 26 | 2.3 |
| Total | 27 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 0.4 | |
| Total | 27 | 2.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JAHD Management Company LLC
✚
|
MA | 2.7 |
|
Five Arrows Managers North America LLC
✚
|
CA | 2.7 |
|
Resolution Capital US Limited
✚
|
NY | 2.6 |
|
Meridian Credit Management LLC
✚
|
NC | 2.6 |
|
Atlantic Capital Strategies Inc
✚
|
MA | 2.6 |
|
Pacific Financial Group LLC
✚
|
CA | 2.6 |
|
Halseypoint Asset Management LLC
✚
|
CA | 2.6 |
|
AlphaEngine Global Investment Solutions LLC
✚
|
TX | 2.6 |
|
Rational Advisors Inc
✚
|
PR | 2.6 |
|
Upfront Ventures Management LLC
✚
|
CA | 2.6 |