Investment adviser · CRD 288249

UNISON ASSET MANAGEMENT LLC

Investment adviser filing (IA)

AVENTURA, FL, United States · Form ADV filed Mar 26, 2026

Regulatory AUM: $298M
Client accounts: 26
Employees: 5
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	2	$238,026,006	79.8%
Corporations & businesses	19	$44,450,509	14.9%
Government entities	2	$11,627,879	3.9%
High-net-worth individuals	5	$4,097,122	1.4%

Filing source

Form ADV 2083088 · Mar 26, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

UNISON OPPORTUNITIES FUND L.P.Hedge Fund · Last reported Mar 26, 2026$51.5MGross asset value

Fund administrator SS&C GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian JPMS LLC NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC MIAMI, Florida, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 1096

JPMS LLC
LEI 5493007C5MW3TG916H27

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-1979658182
Reported beneficial owners: 6
Minimum commitment: $100K

Form ADV 2083088 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

20803 BISCAYNE BLVD, SUITE 440
AVENTURA, FL, 33180, United States

CRD 288249

Filing source

Form ADV 2083088 · Mar 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.