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UNLESS MANAGEMENT LP

BOULDER, CO · CRD 318549 · IAPD ↗ · unless.co · 7206631211

$252.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — UNLESS MANAGEMENT LP (BOULDER, CO) is newly SEC-registered with $252.7M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.