You're signed outSign in or to get full access.
Unison Advisors LLC
Unison Advisors LLC is a U.S.-based investment adviser founded in 2005 by Nir Kaissar, CFA. The firm constructs and manages diversified multi-asset portfolios for institutional and individual clients using an evidence-based and systematic approach to asset allocation. Headquartered in New York, the firm emphasizes data-driven investment selection, low costs, and risk management through broad diversification. Its founder, Nir Kaissar, brings experience from finance, consulting, and law, and also contributes as a columnist to Bloomberg Opinion. Unison Advisors holds hundreds of millions in client assets and is a registered investment adviser with the SEC.
Investment Strategy
Unison Advisors LLC employs an evidence-based, data-driven, and systematic approach to asset allocation. The firm strongly believes in diversification as a key to risk management, spreading investments across various asset classes, geographic regions, and investment styles. Its philosophy emphasizes that valuations drive long-term expected returns, favoring undervalued assets often overlooked by other investors. The firm's focus on low fees and low-turnover portfolios aligns client interests with cost-efficiency, and all investment decisions are guided by academic research and rigorous analysis.
Latest 13F Filing Activity
Unison Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 174 equity positions with a total 13F market value of $894M. The fund increased holdings in American Centy Etf TR, Capital One Finl Corp., American Centy Etf TR among other positions. Unison Advisors LLC reduced exposure to Discover Finl SVCS, Wisdomtree TR, United States STL Corp. New among others.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUV | AMERICAN CENTY ETF TR | 10.93% | $97.6M | 1,071,733 | $51.23 | $91.10 | +$4.8M |
A AVDV | AMERICAN CENTY ETF TR | 10.43% | $93.2M | 1,176,012 | $51.89 | $79.28 | +$12.0M |
V VTV | VANGUARD INDEX FDS | 7.58% | $67.7M | 381,746 | $128.96 | $176.74 | +$1.8M |
F FNDE | SCHWAB STRATEGIC TR | 4.91% | $43.9M | 1,330,222 | $26.16 | $33.01 | +$2.4M |
Q QUAL | ISHARES TR | 4.53% | $40.5M | 221,609 | $126.87 | $182.82 | +$4.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more