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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

UNISON ASSET MANAGEMENT LLC

CRD 288249

AVENTURA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e93f8dd0-be63-d301-c5b4-16d8023cd073

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 0
Observed: Apr 20, 2017 to Mar 26, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.01 fund_share=0.8 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $298MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $298M
Private client RAUM: $4.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 26
High net worth clients: 5
Private funds: 1Schedule D 7.B(1)
SEC number: 801-110503
CRD: 288249
Filings on the tape: 25
First filed: Apr 20, 2017
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE
Website: unisonam.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
UNISON OPPORTUNITIES FUND L.P.	Other Private Fund	$37.1M	May 6, 2024	8	Mar 28, 2019	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAKALARZ, DANIEL, ANTHONY	ELECTED MANAGER AND MEMBER	C	yes	12/2021	Mar 30, 2022	May 6, 2024
BREYER, ROBERT, KARL	CHIEF COMPLIANCE OFFICER	Na	yes	03/2022	Mar 30, 2022	May 6, 2024
CANEPA GLOBAL MANAGERS, S.C.S.	Shareholder	E	yes	12/2017	Mar 28, 2019	May 6, 2024
FURMANSKI, ALEXANDER	ELECTED MANAGER AND MEMBER	C	yes	03/2017	Apr 20, 2017	May 6, 2024
HEISENBERG GLOBAL PARTNERS, LLC	Member	D	yes	03/2017	Apr 20, 2017	May 6, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONCISE CAPITAL MANAGEMENT, LP	n/a	Other adviser	$839M	N	yes	n/a
AUREANA CAPITAL MANAGEMENT, LLC	n/a	Asset manager	$308,129	N	yes	n/a
EVIDITY CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a
UNISON OPPORTUNITIES PARTNERS, LTD	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$298M	$298M	5	4	1	n/a
2024	Feb 19, 2025	$244M	$244M	4	3	1	n/a
2023	Mar 27, 2024	$201M	$201M	4	2	1	$37.1M
2022	Mar 30, 2023	$161M	$161M	4	3	1	$28.9M
2021	Mar 30, 2022	$165M	$165M	4	3	1	$32.3M
2020	Mar 16, 2021	$134M	$134M	4	3	1	$26.9M
2019	Mar 30, 2020	$124M	$124M	4	3	1	$23.7M
2018	Mar 28, 2019	$180M	$70.1M	3	2	1	$0
2017	Mar 30, 2018	$157M	$73.6M	3	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$298M	$244M	22.1%	$161M	22.7%	5	4	0	0

Relationships

Affiliated with (4)

← AUREANA CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CONCISE CAPITAL MANAGEMENT, L.P.Registered adviserother investment adviser, common control
factForm ADV
→ CONCISE CAPITAL MANAGEMENT, L.P.Registered adviserother investment adviser, common control
factForm ADV
→ AUREANA CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ UNISON OPPORTUNITIES FUND L.P.Private fundOther Private Fund, IA
Mar 28, 2019 to presentfactForm ADV

Controls (5)

← BREYER, ROBERT, KARLOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2022 to May 6, 2024factForm ADV
← BAKALARZ, DANIEL, ANTHONYOwnerELECTED MANAGER AND MEMBER, ownership code C, individual
Mar 30, 2022 to May 6, 2024factForm ADV
← FURMANSKI, ALEXANDEROwnerELECTED MANAGER AND MEMBER, ownership code C, individual
Apr 20, 2017 to May 6, 2024factForm ADV
← CANEPA GLOBAL MANAGERS, S.C.S.OwnerSHAREHOLDER, ownership code E, foreign entity
Mar 28, 2019 to May 6, 2024factForm ADV
← HEISENBERG GLOBAL PARTNERS, LLCOwnerMEMBER, ownership code D, domestic entity
Apr 20, 2017 to May 6, 2024factForm ADV

Dated events

Occurred
May 6, 2024
Control person left
(Nmn) Kian Esteghamat (Shareholder) no longer on Schedule A of Unison Asset Management Llc (listed 2024-03-27, absent 2024-05-06)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Control person joined
(Nmn) Kian Esteghamat (Shareholder) appeared on Schedule A of Unison Asset Management Llc
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Control person left
Antonio Gustavo Marturet Medina (Elected Manager And Member) no longer on Schedule A of Unison Asset Management Llc (listed 2021-05-17, absent 2022-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Control person left
Yvette Gabrielle Garcia (Chief Compliance Officer) no longer on Schedule A of Unison Asset Management Llc (listed 2021-05-17, absent 2022-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Control person joined
Karl Robert Breyer (Chief Compliance Officer) appeared on Schedule A of Unison Asset Management Llc
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Control person joined
Anthony Daniel Bakalarz (Elected Manager And Member) appeared on Schedule A of Unison Asset Management Llc
Form ADVobserved 4 days ago
Occurred
Apr 20, 2017
First Form ADV filing
Unison Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e93f8dd0-be63-d301-c5b4-16d8023cd073
First observed: Apr 20, 2017
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

UNISON ASSET MANAGEMENT LLC

CRD 288249

AVENTURA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e93f8dd0-be63-d301-c5b4-16d8023cd073

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

UNISON OPPORTUNITIES FUND L.P.

Other Private Fund

$37.1M

May 6, 2024

Mar 28, 2019

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAKALARZ, DANIEL, ANTHONY

ELECTED MANAGER AND MEMBER

yes

12/2021

Mar 30, 2022

May 6, 2024

BREYER, ROBERT, KARL

CHIEF COMPLIANCE OFFICER

yes

03/2022

Mar 30, 2022

May 6, 2024

CANEPA GLOBAL MANAGERS, S.C.S.

Shareholder

yes

12/2017

Mar 28, 2019

May 6, 2024

FURMANSKI, ALEXANDER

ELECTED MANAGER AND MEMBER

yes

03/2017

Apr 20, 2017

May 6, 2024

HEISENBERG GLOBAL PARTNERS, LLC

Member

yes

03/2017

Apr 20, 2017

May 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONCISE CAPITAL MANAGEMENT, LP

n/a

Other adviser

$839M

yes

n/a

AUREANA CAPITAL MANAGEMENT, LLC

n/a

Asset manager

$308,129

yes

n/a

EVIDITY CAPITAL, LLC

n/a

yes

n/a

UNISON OPPORTUNITIES PARTNERS, LTD

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$298M

n/a

2024

Feb 19, 2025

$244M

n/a

2023

Mar 27, 2024

$201M

$37.1M

2022

Mar 30, 2023

$161M

$28.9M

2021

Mar 30, 2022

$165M

$32.3M

2020

Mar 16, 2021

$134M

$26.9M

2019

Mar 30, 2020

$124M

$23.7M

2018

Mar 28, 2019

$180M

$70.1M

2017

Mar 30, 2018

$157M

$73.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$298M

$244M

22.1%

$161M

22.7%