AdvisorCensus / Financial advisors / Texas / Dallas / Unity Partners
Unity Partners is an SEC-registered investment advisory firm in Dallas, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.
Quick answers
From the filingHow is Unity Partners compensated?
On its Form ADV (Item 5.E, October 2026), Unity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Unity Partners charge?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Unity Partners located?
Unity Partners' principal office is in Dallas, TX, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Unity Partners registered with the SEC or a state?
Unity Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 322847.
How much does Unity Partners manage?
Unity Partners reports $366,975,393 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).
How have Unity Partners' assets and staff changed since 2023?
In the Form ADV data for Unity Partners: Regulatory assets under management: $291,510,100 in the October 2025 data and $366,975,393 in the October 2026 data, up 26%. Total employees: 15 in October 2025 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Unity Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does Unity Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322847
Does Unity Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The Funds generally has a minimum investment amount of $5 Million for third -party investors, and Fund interests are offered and sold solely to qualified purchasers that are also qualified clients (or qualified knowledgeable Firm personnel)."
What changed in Unity Partners' recent Form ADV filings?
In the June 2026 filing data: Changed its office addresses in New York, NY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 2% of assets a year
The brochure's wording
The Funds will pay Unity a management fees (the “ Management Fee”) equal to 2.0% on an annual basis of aggregate investor capital commitments (“Commitments”).
Account minimum: $5,000,000
The brochure's wording
The Funds generally has a minimum investment amount of $5 Million for third -party investors, and Fund interests are offered and sold solely to qualified purchasers that are also qualified clients (or qualified knowledgeable Firm personnel).
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$366,975,393 as of October 2026, filing dated May 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Unity Partners LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 24. Performing investment advisory functions: 14.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $366,975,393 | 24 | May 6, 2026 |
| October 2025 | $291,510,100 | 15 | June 27, 2025 |
| October 2024 | Not reported | Not reported | March 20, 2024 |
| October 2023 | Not reported | Not reported | June 6, 2023 |
Regulatory assets under management: $291,510,100 in the October 2025 data and $366,975,393 in the October 2026 data, up 26%.
Total employees: 15 in October 2025 and 24 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Changed its office addresses in New York, NY.
- April 2026
- Regulatory assets under management went from $291,510,100 to $366,975,393 (+26%).
- Added an office in New York, NY.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Unity Partners (CRD 322847): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/unity-partners-dallas-tx-322847