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| Happy Holidays!! thanks for using AUM13F!! |
| Unison Advisors LLC
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| CRD # | 155470 |
| SEC # | 801-106874 |
| CIK # | 0001695818 |
| AUM | $1.8 B (2025-03-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 646-290-7697 |
| Address | 225 Dyer Street Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Capital One Financial Corp | 16.4 | ||
| Facebook Inc | 11.5 | ||
| Synchrony Financial | 7.0 | ||
| Garmin Ltd | 5.9 | ||
| Nucor Corp | 5.5 | ||
| Horton D R Inc /DE/ | 5.0 | ||
| General Dynamics Corp | 5.0 | ||
| Advanced Micro Devices Inc | 5.0 | ||
| Principal Financial Group Inc | 4.8 | ||
| Cisco Systems Inc | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 14.3 |
| (b) Individuals (high net worth individuals) | 51 | 1,732.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 58.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 1,810.4 |
| By Discretionary | ||
| Discretionary | 296 | 1,810.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 296 | 1,810.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,810.4 | |
| Total | 296 | 1,810.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001695818] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Traphagen Investment Advisors LLC
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|
NJ | 1.9 |
|
Capwealth Advisors LLC
✚
|
TN | 1.9 |
|
Safford Nicholas H & Co Inc
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|
MA | 1.9 |
|
Keystone Financial Group LLC
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KY | 1.9 |
|
Minot Deblois Advisors LLC
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|
MA | 1.8 |
|
Trumbower Financial Advisors LLC
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|
MD | 1.8 |
|
Avalor Investment AG
✚
|
1.8 | |
|
Terry McDaniel & Company
✚
|
TX | 1.8 |
|
Adell Harriman & Carpenter Inc
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|
TX | 1.8 |
|
Tortoise Investment Management LLC
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|
NY | 1.7 |