The UNIO CAPITAL LLC is a privately held investment adviser that advises $677.21mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. UNIO CAPITAL LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 205.11% over the last 5-years.
The Group has been registered with the SEC for 13.62 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 212 CARNEGIE CENTER SUITE 300, PRINCETON, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees increased by 60% over the last 5-years.
Their $677.21mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 8 other accounts. Assets of Charitable Organizations clients own $279.08mn or 41.21% of Total Assets and High Net Worth Individuals own $225.15mn or 33.25% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
UNIO CAPITAL LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.