Data / Investment advisers / New York / Unifi Asset Management LP
Unifi Asset Management LP, New York, NY: $2.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Unifi Asset Management LP is an SEC registered investment adviser with its main office in New York, New York and reports $2.5 billion in regulatory assets under management in its Form ADV filed September 15, 2026. Its clients include pooled investment vehicles and other investment advisers. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 330942
- SEC file number
- 801-130963
- SEC status
- Approved, effective August 21, 2024
- Main office
- One Battery Park Plaza Suite 2930, New York, NY 10004
- Phone
- (212) 351-5601
- Regulatory AUM
- $2,541,563,595 in the Form ADV filed September 15, 2026
- Discretionary AUM
- $2,541,563,595
- Accounts
- 6
- Employees
- 16, of which 6 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $1,563,746,629
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $1.56 billion |
| Other investment advisers | Fewer than 5 | $977.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $2.54 billion | June 29, 2026 |
| April 1, 2026 | $4.30 billion | March 31, 2026 |
| December 1, 2025 | $120 million | March 25, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| ZMC Advisors, L.P. | New York | $2.58 billion | 11 | adviserinfo.sec.gov |
| Bridgewater Advisors Inc. | New York | $2.57 billion | Not listed | adviserinfo.sec.gov |
| Vestar Capital Partners, LLC | New York | $2.57 billion | 20 | adviserinfo.sec.gov |
| Brevet Capital Management, LLC | New York | $2.57 billion | 7 | adviserinfo.sec.gov |
| Aventail Capital Group, LP | New York | $2.55 billion | 3 | adviserinfo.sec.gov |
| Icon Infrastructure North America Inc. | New York | $2.52 billion | Not listed | adviserinfo.sec.gov |
| Athyrium Capital Management LP | New York | $2.51 billion | 8 | adviserinfo.sec.gov |
| Willowridge Partners, Inc. | New York | $2.51 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving other investment advisers
- Advisers that manage private funds
- Unifi Asset Management LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.