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Unigestion (US) Ltd

● SEC registered since 2020CRD 305038SEC# 801-118143New York, NY
Export (members)
Reg. AUM
$2.45B
Employees
9
Accounts
27
Location
New York, NY

Unigestion (US) Ltd assets under management

Unigestion (US) Ltd operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2020. It reports $2.5 billion in regulatory assets under management and employs 9 people.

Unigestion (US) Ltd owners & executives

17 reported
NameTitleOwnershipSince
Jonathan Nmn Tetrault ControlDirectorUnder 5%2026
Michael Spencer Toedtli ControlDirectorUnder 5%2026
Samuel Nmn Zemp ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Unigestion (US) Ltd manage?

Unigestion (US) Ltd reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Unigestion (US) Ltd have?

Unigestion (US) Ltd reports 9 employees.

Where is Unigestion (US) Ltd located?

Unigestion (US) Ltd is based in New York, NY and has been SEC-registered since 2020.

Does Unigestion (US) Ltd disclose fund performance?

Unigestion (US) Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressStudio at the Spiral, 66 Hudson Blvd. E., 24th Floor, New York, NY 10001
Phone+1 646 449 7670
Office hours9.00 - 17.00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.45B▼ 9%
Jan '25 — $2.69BFeb '25 — $2.69BMar '25 — $2.81BApr '25 — $2.81BMay '25 — $2.81BJun '25 — $2.81BJul '25 — $2.81BAug '25 — $2.81BSep '25 — $2.81BOct '25 — $2.33BNov '25 — $2.33BDec '25 — $2.33BJan '26 — $2.33BFeb '26 — $2.33BMar '26 — $2.45BApr '26 — $2.45BMay '26 — $2.45BJun '26 — $2.45B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$2.45Bregulatory AUM
Discretionary $255.5MNon-discretionary $2.2B