Investment adviser · CRD 322847
UNITY PARTNERS
Investment adviser filing (IA)
UNITY PARTNERS LP
DALLAS, TX, United States · Form ADV filed May 6, 2026
- Regulatory AUM
- $367M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $366,975,393 | 100.0% |
Filing source
Form ADV 2103591 · May 6, 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
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
UNITY PARTNERS FUND I, LPPrivate Equity Fund · Last reported May 6, 2026$204MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE, LLP
PCAOB 1096
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
SEC 8-52182 · LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-6172886785
- Reported beneficial owners
- 113
- Minimum commitment
- $100K
- Form D file number
- 021-460858
Form ADV 2103591 · May 6, 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.
UNITY PARTNERS FUND I-A, LPPrivate Equity Fund · Last reported May 6, 2026$39.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE, LLP
PCAOB 1096
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
SEC 8-52182 · LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-5968849838
- Reported beneficial owners
- 6
- Minimum commitment
- $100K
- Form D file number
- 021-528642
Form ADV 2103591 · May 6, 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.
UNITY PARTNERS HVS CO-INVEST, LPPrivate Equity Fund · Last reported May 6, 2026$9.41MGross asset value
Form D fundraising filings
UNITY PARTNERS HVS CO-INVEST, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE, LLP
PCAOB 1096
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
SEC 8-52182 · LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-6595590175
- Reported beneficial owners
- 2
- Minimum commitment
- $100K
- Form D file number
- 021-532896
Form ADV 2103591 · May 6, 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: May 6, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1333 OAK LAWN AVENUE, SUITE 1000DALLAS, TX, 75207, United States
CRD 322847
Filing source
Form ADV 2103591 · May 6, 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.