DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Unison
Legal name Unison Advisors LLC
Latest filing Mar 30, 2026
First filing on the tape Oct 29, 2015 · 13 filings
SEC status approved since Nov 4, 2015
RAUM
$2.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$1.9B individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$2.0B
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$2.0B as of Mar 30, 2026
Mar 28, 2016$1.0B then
HNW client RAUM$1.9B as of Mar 30, 2026
Mar 14, 2018$1.3B then
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Mar 28, 20161 then
Employees (5.A)1 as of Mar 30, 2026
Mar 28, 20161 then
Private funds: no history
RAUM +12% over the last fiscal year+7.5% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $2.0BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 95derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $33.7MderivedHNW RAUM over HNW clients
- Average account
- $6.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.1%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.9B95%
- Other investment advisers$70.4M3.5%
- Charitable organizations$18.3M0.9%
- Individuals$12.4M0.6%
- Individual clients
- 38reported
- HNW clients
- 57reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 305reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.96 fund_share=0.03 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Nir KaissarChartered Financial Analyst | Providence, Ri | Jul 3, 2013 | 21 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Nir Kaissar from Unison AdvisorsJul 3, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Nir Kaissar · Managing Member, Chief Compliance Officercontrolsince 05/2005 · owns 75% or more
Related persons
Schedule D 7.A
- Nir Kaissary
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Mar 30, 2026HNW RAUM per HNW client of $33,683,719 against a peer median of $3,646,459 (1309 comparable advisers, 98.0th percentile, 14.9 robust deviations)peers: independent wealth managers, $1B to $5B (1,309) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 296 to 305Mar 5, 2025 to Mar 30, 2026
- HNW clients · 51 to 57Mar 5, 2025 to Mar 30, 2026
- Individual clients · 47 to 38Mar 5, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.8B to $2.0BMar 5, 2025 to Mar 30, 2026
- HNW RAUM · $1.7B to $1.9BMar 5, 2025 to Mar 30, 2026
- Individual RAUM · $14.3M to $12.4MMar 5, 2025 to Mar 30, 2026
- RAUM · $1.8B to $2.0BMar 5, 2025 to Mar 30, 2026
- Accounts · 289 to 296Mar 13, 2024 to Mar 5, 2025
- HNW clients · 61 to 51Mar 13, 2024 to Mar 5, 2025
- Individual clients · 40 to 47Mar 13, 2024 to Mar 5, 2025
- Financial planning clients · unset to Mar 13, 2024 to Mar 5, 2025
- HQ city · WASHINGTON to PROVIDENCEMar 13, 2024 to Mar 5, 2025
- HQ state · DC to RIMar 13, 2024 to Mar 5, 2025
- Discretionary RAUM · $1.9B to $1.8BMar 13, 2024 to Mar 5, 2025
- HNW RAUM · $1.8B to $1.7BMar 13, 2024 to Mar 5, 2025
- Individual RAUM · $9.5M to $14.3MMar 13, 2024 to Mar 5, 2025
- RAUM · $1.9B to $1.8BMar 13, 2024 to Mar 5, 2025
- Accounts · 282 to 289Mar 30, 2023 to Mar 13, 2024
- HNW clients · 56 to 61Mar 30, 2023 to Mar 13, 2024
- Individual clients · 49 to 40Mar 30, 2023 to Mar 13, 2024
- Discretionary RAUM · $1.6B to $1.9BMar 30, 2023 to Mar 13, 2024
- HNW RAUM · $1.6B to $1.8BMar 30, 2023 to Mar 13, 2024
- Individual RAUM · $13.8M to $9.5MMar 30, 2023 to Mar 13, 2024
- RAUM · $1.6B to $1.9BMar 30, 2023 to Mar 13, 2024
- Accounts · 279 to 282Mar 29, 2022 to Mar 30, 2023
- HNW clients · 58 to 56Mar 29, 2022 to Mar 30, 2023
- Individual clients · 53 to 49Mar 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.5B to $1.6BMar 29, 2022 to Mar 30, 2023
- HNW RAUM · $1.4B to $1.6BMar 29, 2022 to Mar 30, 2023
- Individual RAUM · $14.7M to $13.8MMar 29, 2022 to Mar 30, 2023
- RAUM · $1.5B to $1.6BMar 29, 2022 to Mar 30, 2023
- Accounts · 276 to 279Mar 15, 2021 to Mar 29, 2022
- HNW clients · 62 to 58Mar 15, 2021 to Mar 29, 2022
- Individual clients · 45 to 53Mar 15, 2021 to Mar 29, 2022
- Discretionary RAUM · $1.6B to $1.5BMar 15, 2021 to Mar 29, 2022
- HNW RAUM · $1.6B to $1.4BMar 15, 2021 to Mar 29, 2022
- Individual RAUM · $10.8M to $14.7MMar 15, 2021 to Mar 29, 2022
- RAUM · $1.6B to $1.5BMar 15, 2021 to Mar 29, 2022
- Accounts · 294 to 276Jun 16, 2020 to Mar 15, 2021
- HNW clients · 32 to 62Jun 16, 2020 to Mar 15, 2021
Signals
2 dated events
- Unison reported RAUM $1.6B, up 45% from $1.1B (2020-06-16 to 2021-03-15)Mar 15, 2021 · RAUM change · derived
- Unison filed its initial SEC registration (Form ADV)Oct 29, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- UNISONADVISORS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-290-7697reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.0Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026