Unison

Overview

Unison is an SEC registered investment adviser based in Providence, RI, registered since 2015. It reports $2B in assets under management across 305 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$2B

Discretionary

100%

Accounts

305

Average account

$6.6M

Employees

1

Advisory reps

1

Registered since

2015

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Nir Kaissar Managing Member, Chief Compliance Officer CRD 4978989

Advisory reps 1 of 1

• Nir Kaissar Investment Adviser Rep CRD 4978989

Location

Headquarters

225 Dyer St Fl 2
Providence, RI 02903

County

Providence

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: unisonadvisors.com

Every state, with registration dates

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