UNIO CAPITAL LLC

UUID5b039875-0bbe-5211-89a0-fba86dd202ce

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	166483	166483	—	1.0
cik	0001730565	1730565	—	—
sec_file_number	801-108533	801-108533	—	—

HQ CityPRINCETON

HQ StateNJ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
ALLISON FAMILY HOLDINGS LLLP	MEMBER	OFFICER	—	{"filing_id": "1990030", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALLISON HOLDINGS, LLC	LIMITED PARTNER	OFFICER	—	{"filing_id": "1990030", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALLISON, JOHN, ANTHONY	LIMITED PARTNER	OFFICER	—	{"filing_id": "1990030", "owner_id": "1783867", "source": "adv_part1", "table": "Schedule_A_B"}
Allison, Raleigh, George Alexander	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "1990030", "owner_id": "7713558", "source": "adv_part1", "table": "Schedule_A_B"}
UNIO HOLDINGS L.P.	MEMBER	OFFICER	—	{"filing_id": "1990030", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ESTATE OF PETER P. NITZE	MEMBER	EMPLOYEE	—	{"filing_id": "1990030", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.