9AT: UNIGESTION (US) LTD

Adviser Profile

As of Date	06/09/2026
Registration	SEC, Approved, 02/28/2020
ADV Location	NEW YORK, NY, United States
Contact Info	+1 xxxxxxx
Websites

AUM^*	2,453,870,000 -9%
of that, discretionary	255,530,000 -28%
Number of Employees	9 13%
of those in investment advisory functions	6
Private Fund GAV^*	0
Avg Account Size	90,884,074 -26%
SMA’s	Yes
Private Funds	0 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser RUSSELL INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM81.1b	#Funds-
Adviser CORE CAPITAL MANAGEMENT, LLC	Hedge Fund48.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV48.6m	AUM216.2m	#Funds2
Adviser SECOR INVESTMENT ADVISORS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.8b	#Funds-
Adviser BC PARTNERS ADVISORS L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.3b	AUM6.7b	#Funds36
Adviser TIMBERLINK LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM594.0k	#Funds-
Adviser OMEGA ADVISERS, LLC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM13.6m	#Funds-
Adviser INFRABRIDGE INVESTORS (US) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.8b	#Funds-
Adviser MORRISON US, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund105.5m	Total Private Fund GAV105.5m	AUM32.5b	#Funds2
Adviser 1543 CAPITAL LP	Hedge Fund139.6m	Liquidity Fund-	Private Equity Fund225.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV364.7m	AUM1.0b	#Funds8
Adviser ALTAMAR PARTNERS NORTH AMERICA LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.1b	#Funds-

Brochure Summary

Overview

Unigestion (US) Ltd. (“Unigestion US”) was established in 2003 and is a wholly-owned subsidiary of Unigestion Holding SA, a private company incorporated under Swiss law and the holding company of the Unigestion group of entities (the “Unigestion Group”). Unigestion’s Group structure as at 31 December 2023 is illustrated below: Created in 1971, the Unigestion Group is headquartered in Geneva, Switzerland, and has offices in major financial centers around the world: Zurich, London, Paris, Düsseldorf, Jersey City, Montreal, Toronto, St Helier and Singapore as reflected in the structure chart above. We align our interests with those of our clients by investing our capital in the strategies we manage for them, thereby developing partnerships with them. Advisory Services Unigestion US provides services to Unigestion SA who provides management and advisory services to pooled investment vehicles and segregated mandates. Through a sub-advisory relationship with Unigestion SA, Unigestion US provides sub-advisory services to these pooled investment vehicles and segregated mandates. Unigestion US’s sub- advisory

services are limited to providing investment advice with regard to private equity investments only. Unigestion provides advisory services to a segregated private equity mandate, WCTPT Choice LP, which is managed on a discretionary basis. Tailor Made Solutions We understand our clients’ objectives and design strategies tailored to their needs. Clients are able to restrict investments in certain securities or types of securities and separately managed accounts are governed by the Unigestion (US) Ltd. I 5/23 investment agreements. Our investment research and advisory services are provided to clients of Unigestion SA on a non-discretionary basis. Assets under Management As at 31 December 2023, Unigestion US advised/managed total assets of $2,692,080,000. All assets are advised/managed on a non-discretionary basis except one mandate, which was transferred from Unigestion (UK) during 2021 and is managed on a discretionary basis. The regulatory assets under management for the mandate managed on a discretionary basis is $354 million. Unigestion (US) Ltd. I 6/23

UNIGESTION (US) LTD

UNIGESTION (US) LTD

UNIGESTION

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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UNIGESTION (US) LTD UNIGESTION (US) LTD UNIGESTION

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

UNIGESTION (US) LTD

UNIGESTION (US) LTD

UNIGESTION