SourcingSourcing

UNITY PARTNERS LP

C44
CRD 322847·SEC 801-134020·DALLAS, TX
AUM
$367.0M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNITY PARTNERS LP
CRD
322847
SEC file #
801-134020
EIN
—
DBA names
Unity Partners

Economics

AUM
$367.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$291.5M → $367.0M▲ +26%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
24
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'25'26
14 advisors → 14 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
unitypartnerslp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLOCK, JOHN, A.
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BLOCK, JOHN, A.
ADAMS, BRYAN, W.
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
UNITYPARTNERSLP.COM
Rdap Domain Creation Date
2022-07-01T11:03:39Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
119
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2537
Soi Zip Pct 200k Plus
0.0683
Soi Zip Returns 200k Plus
140
Soi Zip Total AGI
264,291
Fdic Zip Total Deposits
6,980,362,000
Fdic Zip Branch Count
92
Fdic Zip Top Banks
Texas Security Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Fdic Zip Branches Raw
Bank One, Texas, National AssociationDallas, TX
Bank of America Texas, National AssociationDallas, TX
Fdic Zip HHI
2858.27
Fdic Zip Top Bank Share Pct
44.06
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-01T11:03:39Z
Rdap Domain Last Changed
2024-07-02T18:32:11Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI4,655
Returns340
Stub 2
AGI16,833
Returns450
Stub 3
AGI29,144
Returns470
Soi Zip Total Business Income
1,547
Soi Zip Total Cap Gains
40,369
Soi Zip Total Dividends
8,260
Soi Zip Total Returns
2050
Top Owner CRD
7297167
Trust Company Affiliate
No

People (5)

5
BLOCK, JOHN, A.
Direct Owner · 62.5%
7297167
ADAMS, BRYAN, W.
Direct Owner · 37.5%
7297160
ARNOLD, NATHAN, ROBERT
Executive Officer · 2.5%
7999581
ELLIOTT, CHRISTOPHER, WILSON
Executive Officer · 2.5%
5158928
SHARPE, JAMES, BURRUSS
Executive Officer · 2.5%
4016662