Unison Asset Management LLC
SEC RegisteredWe invest for the long term with patience and conviction in high quality businesses.
About the firm
Unison is an investment management firm that utilizes a fundamentals-driven approach to manage a global portfolio of publicly traded companies. Guided by a buy-and-hold philosophy, the firm targets businesses across sectors and market caps of exceptional quality with enduring competitive advantages, buying only when they trade at attractive prices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management of a global portfolio of publicly traded companies using a fundamentals-driven, buy-and-hold approach, applying private equity diligence and a private owner mental model to identify hidden fundamental value.
Who they serve
Institutions, family offices, and individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 5 | $4.1M |
| Pension/Profit Sharing Plans | 2 | $238M |
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Unison Asset Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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