Unison Investment Management, LLC

RIASEC Registered
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 an SEC-registered adviser (registered in 2017) that operates as a limited liability company focused on pooled real estate investment vehicles for institutional clients. Its primary business activity is portfolio management for pooled investment vehicles, and it functions in roles that include sponsor, general partner, and managing member of those vehicles. The firm charges both a percentage-of-AUM fee and performance-based fees and is not positioned as a capital allocator to outside managers. Unison is not identified as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Thomas Sponholtz

    Thomas Sponholtz

    CEOCRD 2003702

  • Ryan Reiger

    Ryan Reiger

    Chief Operating OfficerCRD 5689515

  • Matthew O'hara

    Matthew O'hara

    Chief Investment OfficerCRD 6217535

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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