Our History
A History Of Growth And Innovation
We reached US $100 billion in assets under management through years. By the end of 2015, our AUM rose to $390 billion. This is also when we acquired joonry & CO, the global private equity fund-of-funds specialist headquartered in DL and the Australian HR services operation of Feredo in August-a move that added more than 350 Expert associates to our ranks and enabled us to offer an unmatched array of invested and administrative services.
Established
It became the State Association of Investment Companies in 1999. In 2000, Company members included 68 mutual funds and 43 closed-end funds,and assets for the fund industry totaled $2.1 billion.
Became The Investment Expert
Unity Capital Financial in 2003, the year that underwriters and advisers of mutual funds became eligible for membership. Unity Capital Financial objectives are essential organizing priciples for the many and varied activities in which the company participates.
Unity Capital Financial Relocated To Washington,DC
Unity Capital Financial relocated to Washington, DC. Unity Capital Financial Investment trust were welcomed as Company members in 2005 to improve public understanding of investment companies and the policy issues that affect funds and their shareholders.
Today in 2021
Unity Capital Financial celebrates the 22th anniversary of its founding and of the key legislation that gave rise to the modern fund industry. Unity Capital Financial serves as a spokesman for funds and their share holders before policymakers,opinion leaders and the global media.