UNISON ADVISORS LLC

UNISON ADVISORS LLC of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 155470). Regulatory assets under management: $2.0B.

Registration

• CRD: 155470
• SEC file number: 801-106874
• Type: Registered investment adviser
• Location: 225 DYER STREET, 2ND FLOOR, PROVIDENCE, RI, 02903
• Phone: 646-290-7697
• Latest filing: 2026-03-30
• Regulatory AUM: $2.0B
• Discretionary AUM: $2.0B
• Clients: 1
• Accounts: 305

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155470 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search