U
$2.0B Total AUM
$2.0B Disc. AUM
7.5% 3Y CAGR
1 Employees
95 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Northern Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2010
- Office Locations
- 1
Office Locations
225 Dyer Street 2ND Floor Providence RI
About Unison
Unison is a Providence, RI–based RIA serving retail and institutional clients, offering discretionary portfolio management and planning support including business-succession and insurance guidance. Its approach blends active management, index funds, and risk management, with SMA portfolios implemented primarily with ETFs (alongside limited cash, munis, and private funds). Custody includes Charles Schwab.
Team overview
51 AVG AGE
$2.0B AVG AUM / ADVISOR
$21.3M AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
NIR KAISSAR
Chief Compliance Officer, Founder, Managing Member, Portfolio Manager
- CRD
- #4978989
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,021,040,000 | $6,626,361 |
| Non-Discretionary | $0 | -- |
| Total | $2,021,040,000 | $6,626,361 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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