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 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
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 4
Thomas Sponholtz
CEOCRD 2003702

Ryan Reiger
Chief Operating OfficerCRD 5689515

Matthew O'hara
Chief Investment OfficerCRD 6217535
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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