|
⚲
|
| Unison Advisors LLC
✚
| |
|---|---|
| CRD # | 155470 |
| SEC # | 801-106874 |
| CIK # | 0001695818 |
| AUM | $1.9 BB (2024-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 646-290-7697 |
| Address | 1025 Connecticut Avenue NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| META | 434,852.0 | 8.0 | |
| NUE | 28,726.7 | 6.7 | |
| REGN | 65,294.8 | 6.3 | |
| DFS | 27,340.7 | 5.9 | |
| AMD | 131,458.5 | 5.7 | |
| LEN | 20,607.5 | 5.5 | |
| DHI | 23,191.8 | 5.4 | |
| SYF | 14,523.1 | 4.9 | |
| GD | 61,231.2 | 4.9 | |
| PFG | 17,210.3 | 4.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 9.5 |
| (b) Individuals (high net worth individuals) | 61 | 1,786.7 |
| (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 | 19.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 52.7 |
| (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 | 289 | 1,868.6 |
| By Discretionary | ||
| Discretionary | 289 | 1,868.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 289 | 1,868.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,868.6 | |
| Total | 289 | 1,868.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001695818] |
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