PPrivate Fund Data Log in Join · $37/mo

Uniplan Investment Counsel, Inc.

● SEC registered since 2010CRD 154718SEC# 801-71802Milwaukee, WI
Export (members)
Reg. AUM
$1.12B
Employees
12
Accounts
2,483
Location
Milwaukee, WI

Uniplan Investment Counsel, Inc. assets under management

Uniplan Investment Counsel, Inc. operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2010. It reports $1.1 billion in regulatory assets under management and employs 12 people.

Uniplan Investment Counsel, Inc. owners & executives

4 reported
NameTitleOwnershipSince
James Thomas Werner ControlChief Operating Officer And Vice PresidentUnder 5%2021
Kris Hunter Jamison ControlPresident And Chief Executive Officer10-25%2018
Mary Beth Jacobson ControlVice President And Director Of Compliance And Reporting, Chief Compliance Officer, SecretaryUnder 5%2014
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Uniplan Investment Counsel, Inc. manage?

Uniplan Investment Counsel, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Uniplan Investment Counsel, Inc. have?

Uniplan Investment Counsel, Inc. reports 12 employees.

Where is Uniplan Investment Counsel, Inc. located?

Uniplan Investment Counsel, Inc. is based in Milwaukee, WI and has been SEC-registered since 2010.

Does Uniplan Investment Counsel, Inc. disclose fund performance?

Uniplan Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address839 N Jefferson St., Suite 502, Milwaukee, WI 53202
Phone262-534-3000
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1520710
Discloses disciplinary historyNo

Assets under management

Discretionary$443M
Non-discretionary$681M
Total (RAUM)$1.12B