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- Custodian
- Charles Schwab & Company · Northern Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-12-2010
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 5, 2025 and March 30, 2026, reported AUM increased 11.6%, from $1.8B to $2.0B.
Across 5 reported observations, AUM increased 39.1% between March 29, 2022 and March 30, 2026, from $1.5B to $2.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 95 clients, or 95 clients per representative. That equates to $21.3M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Unison record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NIR KAISSAR
Chief Compliance Officer, Founder, Managing Member, Portfolio Manager
- CRD
- #4978989
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Unison has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Unison's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.