UNISON INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$538M
Accounts
3
Employees
12
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
150893
Registered since
February 10, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Unison Investment Management, LLC is a real estate-focused investment manager organized as an LLC and registered with the SEC in 2017. The firm acts primarily as an adviser and sponsor of pooled investment vehicles, serving institutional clients and taking the GP or managing member role on its funds. Its business model centers on running pooled real estate funds rather than providing individual account management or broad retail wealth services. Investment activity is concentrated in real estate strategies and related securities. The firm charges both a percentage-of-AUM fee and performance-based fees, a structure that aligns compensation with fund-level performance and suggests active asset management and value-creation efforts at the property or portfolio level. Unison is not characterized as an ESG investor and is not set up as a capital allocator to a broad slate of external managers; instead it manages and sponsors its own pooled vehicles while also allocating to real estate and REIT managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • BRIAN CASIDO

    Chief Compliance OfficerCRD 7845139

  • THOMAS SPONHOLTZ

    CEO & ChairmanCRD 2003702

  • RYAN REIGER

    Chief Operating OfficerCRD 5689515

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth