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Building 2UNIO CAPITAL LLC

Map pinPRINCETON, NJ
Phone212-920-2000
NotebookSEC #801-108533
Total AUM
$691.5M
Employees
8
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 CARNEGIE CENTER
SUITE 300
PRINCETON
NJ 08540
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
212-920-2000

ReceiptFinancials

Total AUM
$691.5M
Accounts
115
Discretionary
$691.5M
Accounts
115
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$6.6M
HNW Individual Clients
68
AUM
$225.2M
Pooled Vehicle Clients
2
AUM
$143.7M
Pension/Profit Sharing Plan Clients
3
AUM
$10.3M
Charitable Organization Clients
4
AUM
$279.1M
Corporation or Business Clients
1
AUM
$12.3M
Other Clients
17
AUM
$14.2M
Description of Other Clients
SUBADVISED ACCOUNTS

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MANJNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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