Unigestion (Us) Ltd
- Regulatory AUM
- $2.5B
- Discretionary
- $256M
- Clients
- 27
- Avg AUM / client
- $90.9M
- Accounts
- 27
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 18 | $1.9B | 77.4% |
| Pension and profit sharing plans | 1 | $256M | 10.4% |
| Corporations and other businesses | 8 | $300M | 12.2% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Unigestion Secondary V Scs Sicav Raif | Private Equity Fund | Luxembourg | $529M | 114 |
| Unigestion Direct Ii Scs Sicav Raif | Private Equity Fund | Luxembourg | $477M | 74 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Alstom Transportation Retirement Plan Alstom Transport Holding Us Inc. | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sabrier, Bernard, Jean | Board Member | Jun 2004 (22y) | Less than 5% | |
| Maggi, Robin, Ann | Board Member | Nov 2012 (14y) | Less than 5% | |
| Martin, Regis, Fernand | Board Member | Oct 2015 (11y) | Less than 5% | |
| Sabrier, Yasmina | Director | Mar 2020 (6y) | GP / trustee / elected manager of Famsa Foundation (indirect) | |
| Turysk, David, Emmanuel | Director | Mar 2020 (6y) | GP / trustee / elected manager of Famsa Foundation (indirect) | |
| Beasant, Donna, Clare | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Audi, Hala, Corinne Marie | Director | Oct 2022 (4y) | GP / trustee / elected manager of Famsa Foundation (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Unigestion Holding Sa | Shareholder | Jan 2003 | A | 75% or more |
| Famsa Foundation | Shareholder | Jul 2011 | B | ≈ 18.75% – 50% via Unigestion Holding Sa |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Famsa Foundation: 25% – 50% of Unigestion Holding Sa × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Unigestion Secondary V Scs Sicav Raif | Private Equity Fund | $529M | $1.0M | 114 |
| Unigestion Direct Ii Scs Sicav Raif | Private Equity Fund | $477M | $1.0M | 74 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Alstom Transportation Retirement Plan | Alstom Transport Holding Us Inc. | 668 | $224M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • GROUP TRANSFER PRICING FOR MULTINATIONAL ENTERPRISES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗