← Tributary

UNITY PARTNERS

DALLAS, TX · CRD 322847 · IAPD ↗ · unitypartnerslp.com · 314-210-9702

$367.0MRegulatory AUM
14Advisory reps
24Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — UNITY PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2026 — UNITY PARTNERS reported RAUM up 26% ($291.5M -> $367.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
August 2025 — UNITY PARTNERS (DALLAS, TX) is newly SEC-registered with $291.5M RAUM and 14 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.