The UNLIMITED FUNDS is a privately held investment adviser that advises $220.51mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. UNLIMITED FUNDS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 175.63% over the last 3-years.
The Group has been registered with the SEC for 3.95 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 250 BROADWAY 29TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees increased by 100% over the last 3-years.
Their $220.51mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $174.49mn or 79.13% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $46.02mn or 20.87% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 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.
UNLIMITED FUNDS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.