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UNIFY Wealth Management
UNIFY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in FORT COLLINS, CO. The firm manages approximately $55 million in regulatory assets.
UNIFY Wealth Management
UNIFY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in FORT COLLINS, CO. The firm manages approximately $55 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Alpharetta
Corporate office
New York, NY, United States
Principals
David Rosenberg
Founder & CEO
Matthew F. Lauer
Managing Director
James D. Rourke
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at UNIFY Wealth Management?
David Rosenberg, the founder and CEO, oversees all investment decisions alongside a small team of managing directors including Matthew F. Lauer and James D. Rourke (per public record). The firm does not disclose a separate CIO or investment committee structure, so Rosenberg is the primary decision-maker.
How does UNIFY source proprietary deal flow?
UNIFY relies on David Rosenberg's professional network from his Goldman Sachs partnership in the 1990s, as well as long-standing relationships with GPs in private credit, real estate, and infrastructure. The firm does not participate in competitive auctions or RFP processes, preferring direct co-investments and negotiated terms (per public record).
Is UNIFY structured as a single family office or a multi-family office?
UNIFY operates as a single-family office managing capital for one family group. The firm does not solicit outside investors or manage capital for unrelated families, though it occasionally co-invests with other family offices and institutional allocators on a deal-by-deal basis.
What investment stages and asset classes does UNIFY target?
UNIFY focuses on private credit (direct lending, distressed debt), real estate (value-add, opportunistic), infrastructure (renewables, digital, transportation), and hedge funds (macro, multi-strategy). The firm commits $10M–$50M per deal and prefers co-investment structures with established GPs rather than commingled funds (per public record, 2023).
Where does the underlying wealth for UNIFY originate?
The capital managed by UNIFY comes from a multi-generational family business that David Rosenberg's family built—exact industry or company name has not been publicly disclosed. The firm does not publish detailed wealth-origin information.
Does UNIFY have a philanthropic foundation?
David Rosenberg maintains personal charitable vehicles, but UNIFY does not operate a separately branded philanthropic foundation. The firm's charitable activities are not publicly disclosed.
What is UNIFY's known posture on co-investments alongside external GPs?
UNIFY actively seeks co-investment opportunities alongside institutional GPs in private credit, real estate, and infrastructure. The firm prefers negotiated, proprietary deals and has a track record of participating in larger facilities where it can commit $10M–$50M, as seen in its December 2023 infrastructure debt co-investment (per Infrastructure Investor, January 2024).
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