UNIGESTION (US) LTD
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$2,813,720,000
5% change vs. 1 year ago
30% change vs. 3 years ago
133% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
8
-11% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
STUDIO AT THE SPIRAL, NEW YORK, NY, UNITED STATES, 10001
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $2.5 |
| Total | $2.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.4 |
| Institutional | $1.4 |
| Total | $2.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $1.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 37% | $0.5 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 34% | $0.5 |
| Cash | 0% | $0.0 |
| Other | 29% | $0.4 |
| Total | 100% | $1.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| UNIGESTION (UK) LTD | $1.5 | 282265 | |
| UNIGESTION (JERSEY) GP LIMITED | $0.0 | - | |
| UNIGESTION SA | $0.0 | - | |
| EURO CHOICE III GP LIMITED | $0.0 | - | |
| UNIGESTION ASSET MANAGEMENT (CANADA) INC. | $0.0 | - | |
| UNICAPITAL INVESTMENT (MANAGEMENT) SA | $0.0 | - | |
| WCTPT CHOICE LIMITED | $0.0 | - | |
| UNIGESTION ASSET MANAGEMENT (FRANCE) SA | $0.0 | - | |
| UNIGESTION GP SARL | $0.0 | - | |
| UNIGESTION ASIA PTE LTD | $0.0 | - | |
| UNI CIF SYNDICATE GP LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| SABRIER, BERNARD, JEAN | BOARD MEMBER, DIRECTOR |
| MARTIN, REGIS, FERNAND | BOARD MEMBER |
| MAGGI, ROBIN, ANN | BOARD MEMBER |
| SABRIER, YASMINA | DIRECTOR |
| TURYSK, DAVID, EMMANUEL | DIRECTOR |
| BEASANT, DONNA, CLARE | CHIEF COMPLIANCE OFFICER |
| AUDI, HALA, CORINNE MARIE | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.8 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $2.8 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $2.7 | $0.1 | 5% | 9 | -1 | -11% |
| 2023-04-04 | $2.6 | $0.2 | 7% | 8 | 0 | 0% |
| 2022-04-01 | $2.2 | $0.6 | 30% | 8 | 0 | 0% |
| 2021-04-05 | $1.6 | $1.2 | 74% | 8 | 0 | 0% |
| 2020-04-01 | $1.2 | $1.6 | 133% | 8 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV