Unity Partners LP

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Unity Partners LP
CRD #322847
SEC #801-134020
CIK #
AUM 367.0 M (2026-05-06)
Employees 24 (58% Investors, 0% Brokers)
Fees
Minimum
Phone314-210-9702
Address1333 Oak Lawn Avenue
Dallas, TX 75207
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
4003202401608002010201520212027
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]
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)
ServesInstitutional
Fund TypesPrivate Equity
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