AUMdb

Unity Partners Lp

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 322847 · SEC file 801-134020 · Dallas, TX · www.unitypartnerslp.com
☆ Save with Pro ADV data as of May 06, 2026
Regulatory AUM
$367M
Discretionary
$367M
Clients
3
Avg AUM / client
$122M
Accounts
3
Employees
24

AUM over time

$292M $367M
Jun 27, 2025 May 6, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 3 $367M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $105M combined gross assets

FundTypeDomicileGross assetsOwners
Unity Partners Fund I, Lp Private Equity Fund Cayman Islands $105M 70

Private funds (1, $105M gross assets)

FundTypeGross assetsMin. investmentOwners
Unity Partners Fund I, Lp Private Equity Fund $105M $100K 70

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/06/2026 1.55 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.

View current Form ADV (SEC/IAPD) ↗