1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2UNITY PARTNERS

Map pinDALLAS, TX
Phone314-210-9702
NotebookSEC #801-134020
Total AUM
$367M
Employees
24
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1333 OAK LAWN AVENUE
SUITE 1000
DALLAS
TX 75207
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
314-210-9702
Other Offices
1

ReceiptFinancials

Total AUM
$367M
Accounts
3
Discretionary
$367M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
3
AUM
$367M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account