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| Unity Partners LP
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| CRD # | 322847 |
| SEC # | 801-134020 |
| CIK # | |
| AUM | 367.0 M (2026-05-06) |
| Employees | 24 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-210-9702 |
| Address | 1333 Oak Lawn Avenue Dallas, TX 75207 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Wed, 08 Jul 2026 | Unity Partners invests in Meaden & Moore Advisors — International Accounting Bulletin |
| Tue, 07 Jul 2026 | Unity Partners Announces Strategic Growth Investment in Meaden & Moore — Business Wire |
| Tue, 07 Jul 2026 | Meaden & Moore Gets Private Equity Backing From Unity Partners — CPA Practice Advisor |
| Tue, 07 Jul 2026 | Lone Star Funds strikes $4.6B deal for German manufacturer, Unity Partners buys accounting firm — The Business Journals |
| Tue, 07 Jul 2026 | Unity Partners Invests in Meaden & Moore to Accelerate Advisory Services Growth — citybiz |
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 5 – Fees and Compensation In general, Unity receives a management fee and a carried interest in connection with the provision of advisory services to its clients. Unity or other Unity entities or affiliates receive additional compensation in connection with management and other services performed for portfolio companies of the Funds and such additional compensation will offset in whole or in part the Management Fees (as defined below) otherwise payable to Unity to the extent provided by the Governing Documents. Management Fees The Funds will pay Unity a management fees (the “Management Fee”) equal to 2.0% on an annual basis of aggregate investor capital commitments (“Commitments”). Investors participating in a closing after a Fund’s initial closing date bear the Management Fee from the initial closing date, generally in addition to an interest component payable to Unity or an affiliate. Carried Interest Unity will receive a carried interest with respect to the Funds equal to 20% of all realized profits as more fully described in the Governing Documents. The carried interest distributed to Unity is subject to potential clawback or giveback at the end of the life of the Fund if Unity received excess cumulative distributions and at certain interim intervals as provided in the Governing Documents. Fund Expenses In addition to the Management Fee and carried interest payable to Unity, each Fund bears certain expenses. As set forth more fully in the Governing Documents, a Fund bears all fees, costs, expenses, liabilities and obligations relating to the Fund’s (and its subsidiaries’ and intermediate entities’) activities, investments and business to the extent not reimbursed by a portfolio company or applied to reduce Management Fees, including: costs and expenses attributable to structuring, organizing, acquiring, managing, operating, holding, valuing, winding up, liquidating, dissolving and disposing of such Fund’s investments, legal, filing, accounting, auditing, investment banking, travel (including, where appropriate, meal and entertainment expenses), consulting, research, brokerage, finder’s fees, financing, real estate title, appraisal, printing, reporting, custody, depositary, transfer, registration, insurance, advisory committee, limited partner meetings, interest, taxes, extraordinary expenses and other similar fees and expenses, including such fees and expenses, break-up or topping fees or other liabilities or obligations, incurred for transactions not consummated (“Broken Deal Expenses”). As described herein and in the Governing Documents, it is Unity’s practice to employ, use or retain certain operating partners (including entities formed for the benefit of such persons and/or to facilitate the provision of their services) to provide services to (or with respect to) one or more Funds or certain current or prospective portfolio companies in which one or more Funds invest. Such operating partners generally provide services in relation to the identification, acquisition, holding, improvement and disposition of portfolio companies, including operational aspects of such companies. In certain circumstances, these services also include serving in management or policy-making positions for portfolio companies. Operating partners can receive compensation, including, but not limited to, cash fees, retainers, discretionary bonuses (whether or not based on pre-determined milestones), transaction fees, a profits, participation or equity interest in a portfolio company or holding company, incentive equity and stock awards, profits or equity interests in one or more Funds or General Partners, remuneration from Unity and/or its Funds or affiliates, the amount of which typically is determined according to one or more methods, including the value of the time (including an allocation for overhead and other fixed costs) of such operating partners, a percentage of the value of the portfolio company, the invested capital exposed to such portfolio company, amounts believed to be charged by other providers for comparable services and/or a percentage of cash flows from such portfolio company. Compensation in the form of profits or equity interests in a portfolio company or intermediate holding company generally has a dilutive impact on the relevant Fund’s investment, and has the potential to result in economic effects greater than the original amount of compensation, and the relevant Fund typically will bear the costs of all operating partner compensation as well as fees, costs and expenses of structuring operating partner arrangements. Operating partners also generally will be reimbursed for certain travel and other costs in connection with their services. As described above, no such amounts will offset or reduce the Management Fee. The foregoing discussion in Items 5 represents Unity’s basic compensation arrangements. Management fees and/or incentive allocations described above are structured to comply with Rule 205-3 under the Investment Advisers Act of 1940, as amended, (the “Advisers Act”) and applicable state laws. Fees and other compensation are negotiable in certain circumstances and arrangements with any particular Investor may vary. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 7 – Types of Clients Unity provides investment advice solely to its Fund clients, and references throughout this Brochure to “clients” and to Unity’s related duties to and practices on behalf of its clients and/or investors should be construed accordingly. The Funds generally include investment partnerships or other investment entities formed under U.S. or non-U.S. laws and operated as exempt investment pools under the Investment Company Act of 1940, as amended. The investors participating in the Funds generally include individuals, banks or thrift institutions, other investment entities, university endowments, sovereign wealth funds, family offices, pension and profit-sharing plans, trusts, estates or charitable organizations or other corporations or business entities and often include, directly or indirectly, principals or other personnel of Unity and its affiliates and members of their families, Partner Network partners or other service providers retained by Unity or a Fund, as well as executives of portfolio companies. The relevant General Partner also generally is permitted to establish Funds that are alternative investment vehicles in order to permit certain investors to participate in one or more particular investment opportunities in a manner desirable for tax, regulatory or other reasons. Alternative investment vehicle sponsors generally have limited discretion to invest the assets of these vehicles independent of limitations or other procedures set forth in the organizational documents of such vehicles and the Governing Documents of the related Fund. The Funds generally has a minimum investment amount of $5 Million for third-party investors, and Fund interests are offered and sold solely to qualified purchasers that are also qualified clients (or qualified knowledgeable Firm personnel). Unity generally is permitted to waive such minimum investment amount, but generally will not permit an amount less than $100,000 (or other amounts as specified by Cayman Islands law). |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Unity Partners Fund I-A LP | [2025-03-30] | 39.7 M | |
| Filed 2024-11-05 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Unity Partners HVS Co-Invest LP | [2025-03-30] | 9.4 M | |
| Filed 2024-12-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Unity Partners Fund I LP | [2022-11-17] | 146.4 M | 203.5 M |
| Filed 2024-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Finder's Fee $9,139 · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 3 | 367.0 |
| (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 | 3 | 367.0 |
| By Discretionary | ||
| Discretionary | 3 | 367.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 367.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.0 | |
| Total | 3 | 367.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Block | Executive Officer | 20 | 3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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Old Hickory Partners Management LP
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