{
  "crd_number": 322847,
  "slug": "unity-partners-dallas-tx-322847",
  "primary_business_name": "UNITY PARTNERS",
  "legal_name": "UNITY PARTNERS LP",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-28",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-06",
  "carried_forward": false,
  "raum_total": 366975393.0,
  "raum_discretionary": 366975393.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 24,
  "advisory_employees": 14,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 366975393.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/unity-partners-lp",
    "https://unitypartnerslp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322847",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/unity-partners-dallas-tx-322847",
  "display_name": "Unity Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Unity Partners (CRD 322847): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Unity Partners compensated?",
      "a": "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."
    },
    {
      "q": "How much does Unity Partners charge?",
      "a": "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."
    },
    {
      "q": "Where is Unity Partners located?",
      "a": "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)."
    },
    {
      "q": "Is Unity Partners registered with the SEC or a state?",
      "a": "Unity Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 322847."
    },
    {
      "q": "How much does Unity Partners manage?",
      "a": "Unity Partners reports $366,975,393 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Unity Partners' assets and staff changed since 2023?",
      "a": "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."
    },
    {
      "q": "What types of clients does Unity Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Unity Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Unity Partners state an account minimum?",
      "a": "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).\""
    },
    {
      "q": "What changed in Unity Partners' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Changed its office addresses in New York, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-06-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 291510100.0,
      "total_employees": 15,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 366975393.0,
      "total_employees": 24,
      "filing_date": "2026-05-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Changed its office addresses in New York, NY."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "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”)."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000"
        ],
        "quotes": [
          "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)."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 2.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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”).",
      "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)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/unity-partners-dallas-tx-322847.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 366975393.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322847",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}