UNISON INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 150893
- Registered since
- February 10, 2017
- Website
- www.unisonim.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4BRIAN CASIDO
Chief Compliance OfficerCRD 7845139
THOMAS SPONHOLTZ
CEO & ChairmanCRD 2003702
RYAN REIGER
Chief Operating OfficerCRD 5689515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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