SourcingSourcing

UNIMAR FINANCIAL SERVICES, LLC

A68
CRD 159674·SEC 801-108974·MIAMI, FL
AUM
$230.8M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$692K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNIMAR FINANCIAL SERVICES, LLC
CRD
159674
SEC file #
801-108974
EIN
—
DBA names
Unimar

Economics

AUM
$230.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$215.0M → $230.8M▲ +7%
Client mix
Individuals High Net Worth36
Pooled Investment Vehicles7

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
unimarfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GADALAMARIA, JACOBO, ANTONIO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GADALAMARIA, JACOBO, ANTONIO
THE JACOBO A. GADALA-MARIA, JR.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
UNIMARFINANCIAL.COM
Rdap Domain Creation Date
2011-11-11T15:57:12Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing23
Interactive Brokers8
Jpmorgan8
E*trade4
Morgan Stanley3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-11T15:57:12Z
Rdap Domain Last Changed
2025-11-12T14:18:00Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2138460
Trust Company Affiliate
No

People (3)

3
GADALAMARIA, JACOBO, ANTONIO
IAR · Direct Owner · 87.5%
2138460
ANDERSON, KENNETH, CLAUS
IAR · Executive Officer · 2.5%
4104096
Diego Briceno
IAR
6757780