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UNIFY Wealth Management
UNIFY WEALTH MANAGEMENT LLC is a state-registered investment adviser in FORT COLLINS, CO. The firm manages approximately $55 million in regulatory assets.
Overview
UNIFY WEALTH MANAGEMENT LLC is a state-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
RIA
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
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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