Unity Partners provides discretionary investment management services to affiliated privately offered, closed-end investment vehicles. Unity pursues a structured equity investment strategy which aims to provide investors exposure to growth companies with mitigated downside risk through structural protections and contractual returns, and meaningful upside potential through equity participation. Unity does not participate in wrap fee programs.
Assets Under Management$290M
Clients3
AdvisorsN/A
Avg. per Client$97M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Unity Partners does not directly manage investments for individual investors. They manage investments for private funds.
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