{
  "crd_number": 322644,
  "slug": "unlimited-new-york-ny-322644",
  "primary_business_name": "UNLIMITED",
  "legal_name": "UNLIMITED FUNDS, INC.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-08-19",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-04-17",
  "carried_forward": false,
  "raum_total": 174498616.0,
  "raum_discretionary": 174498616.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 174488401.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 10215.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/unlimitedfunds?viewAsMember=true",
    "https://twitter.com/UnlimitedFnds",
    "https://unlimitedetfs.com",
    "https://unlimitedfunds.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322644",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/unlimited-new-york-ny-322644",
  "display_name": "Unlimited",
  "summary": "Unlimited is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.",
  "citation": "AdvisorCensus. Unlimited (CRD 322644): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Unlimited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Unlimited reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Unlimited charge?",
      "a": "Its Form ADV Part 2A brochure dated April 17, 2026 states: Asset-based fee: 0.95% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Unlimited located?",
      "a": "Unlimited's principal office is in New York, NY, according to its Form ADV; the December 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Unlimited registered with the SEC or a state?",
      "a": "Unlimited is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322644."
    },
    {
      "q": "How much does Unlimited manage?",
      "a": "Unlimited reports $174,498,616 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Unlimited's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Unlimited: Regulatory assets under management: $0 in the October 2022 data and $174,498,616 in the October 2026 data. Total employees: 2 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Unlimited serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Unlimited 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/322644"
    },
    {
      "q": "What changed in Unlimited's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $132,273,739 to $174,498,616 (+32%). No longer lists an office in Princeton, NJ."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2022-07-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 68000000.0,
      "total_employees": 3,
      "filing_date": "2023-08-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 42468899.0,
      "total_employees": 7,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 32446523.0,
      "total_employees": 8,
      "filing_date": "2025-02-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 174498616.0,
      "total_employees": 6,
      "filing_date": "2026-04-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $132,273,739 to $174,498,616 (+32%).",
        "No longer lists an office in Princeton, NJ."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $32,446,523 to $132,273,739 (+308%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "0.95% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.95% of assets a year"
        ],
        "quotes": [
          "The management fee for ongoing services related to Vested Fund III is 0.95%. The Fund no longer charges a performance fee."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 0.95
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The management fee for ongoing services related to Vested Fund III is 0.95%. The Fund no longer charges a performance fee."
    ],
    "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/unlimited-new-york-ny-322644.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 174488401.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 10215.0
    }
  ],
  "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/322644",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}