Unimar
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$230,798,715
Total clients
36
100% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
12
Average account size
$6,411,075
About
Unimar provides discretionary investment management primarily to accredited, qualified and high‑net‑worth investors as well as privately offered pooled investment vehicles. The firm manages separate accounts and privately offered Funds, with a stated concentration on global portfolio management and fixed‑income strategies.
The firm follows a long‑term strategic approach seeking current income and capital appreciation, using both qualitative and quantitative proprietary and third‑party research, credit analysis and macroeconomic assessment. Unimar’s investable universe includes publicly traded debt and equity, mutual funds and ETFs, private funds and a range of derivative instruments, and accounts are managed in accordance with client‑specific investment guidelines when discretion is granted.
What distinguishes Unimar from many peers is its combination of separate‑account services with active sponsorship and management of private pooled vehicles and the use of performance‑based compensation arrangements, which the firm addresses through trading, allocation and conflict‑management policies. The brochure also discloses routine investing in non‑U.S. and emerging‑market securities, the use of non‑U.S. sub‑advisers for portions of some accounts, and that principals and employees may hold interests in the Funds the firm manages.
Client services
Expertise
Fee options
1% annually, subject to negotiation
Approximately 10% of net realized and unrealized profits annually, subject to negotiation and possible high water mark
Account minimum: $1,000,000
Main office location
Unimar
1450 Brickell Avenue, Suite 2160
Miami FL 33131, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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