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Unimar Financial Services, LLC

● SEC registered since 2017CRD 159674SEC# 801-108974Miami, FL
Export (members)
Ranks #4,728 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$213.3M
Fund GAV
$174.3M
Private funds
6
Employees
3
Accounts
38
Location
Miami, FL

Unimar Financial Services, LLC assets under management

Unimar Financial Services, LLC operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2017. It reports $213.3 million in regulatory assets under management and employs 3 people. Unimar Financial Services, LLC manages 6 private funds with combined gross assets of $174.3 million, including Cvg Global Fund Conservative Plus Series. By regulatory assets, it ranks 4,728 of 5,911 private fund managers.

Unimar Financial Services, LLC private funds

6 funds · $174.3M GAV
FundTypeGross assetsMin.
Cvg Global Fund Conservative Plus SeriesOther Private$43.7M$100K
Unimar Total Return Bond Fund, LPHedge$41.4M$50K
Global Manager Focused Growth Segregated PortfolioOther Private$39.5M$100K
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Unimar Financial Services, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jacobo Antonio Gadalamaria ControlPresident, Managing Member, Chief Investment And Chief Compliance OfficerOver 75%2011
Kenneth Claus AndersonChief Operating OfficerUnder 5%2012
The Jacobo a. Gadala-Maria, Jr. Revocable Trust ControlOwnerOver 75%2023

Frequently asked questions

How much does Unimar Financial Services, LLC manage?

Unimar Financial Services, LLC reports $213.3 million in regulatory assets under management on its Form ADV.

How many private funds does Unimar Financial Services, LLC manage?

Unimar Financial Services, LLC manages 6 private funds with combined gross assets of $174.3 million.

How many employees does Unimar Financial Services, LLC have?

Unimar Financial Services, LLC reports 3 employees.

Where is Unimar Financial Services, LLC located?

Unimar Financial Services, LLC is based in Miami, FL and has been SEC-registered since 2017.

Does Unimar Financial Services, LLC disclose fund performance?

Unimar Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1450 Brickell Avenue, Suite 2160, Miami, FL 33131
Phone786-245-4164
Office hours9a.m. Thru 6p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$208.6M
Non-discretionary$4.7M
Total (RAUM)$213.3M