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Unison Investment Management, LLC

● SEC registered since 2017CRD 150893SEC# 801-109979San Francisco, CA
Export (members)
Ranks #2,084 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.69B
Fund GAV
$1.69B
Private funds
3
Employees
18
Accounts
3
Location
San Francisco, CA

Unison Investment Management, LLC assets under management

Unison Investment Management, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2017. It reports $1.7 billion in regulatory assets under management and employs 18 people. Unison Investment Management, LLC manages 3 private funds with combined gross assets of $1.7 billion, including Unison Midgard Fund LP. By regulatory assets, it ranks 2,084 of 5,911 private fund managers.

Unison Investment Management, LLC private funds

3 funds · $1.69B GAV
FundTypeGross assetsMin.
Unison Midgard Fund LPReal Estate$935.3M$5M
Odin New Horizon Real Estate Fund LPReal Estate$728.2M
Odin Residential Real Estate Fund LPReal Estate$22M

Unison Investment Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Mendoza CasidoChief Compliance Officer And Corporate CounselUnder 5%2023
Matthew O'Hara ControlChief Investment OfficerUnder 5%2022
Real Estate Equity Exchange, Inc. ControlSole MemberOver 75%2009
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Frequently asked questions

How much does Unison Investment Management, LLC manage?

Unison Investment Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Unison Investment Management, LLC manage?

Unison Investment Management, LLC manages 3 private funds with combined gross assets of $1.7 billion.

How many employees does Unison Investment Management, LLC have?

Unison Investment Management, LLC reports 18 employees.

Where is Unison Investment Management, LLC located?

Unison Investment Management, LLC is based in San Francisco, CA and has been SEC-registered since 2017.

Does Unison Investment Management, LLC disclose fund performance?

Unison Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 Embarcadero Center, Suite 710, San Francisco, CA 94111
Phone(415) 992-4200
Office hours8:30 a.m. - 5:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.69B
Non-discretionary$0
Total (RAUM)$1.69B

Service providers