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| Unison Investment Management LLC
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|
|
|---|---|
| CRD # | 150893 |
| SEC # | 801-109979 |
| CIK # | |
| AUM | $1.6 BB (2023-03-31) |
| Employees | 20 (50% Investors, 0% Brokers) |
| Phone | 415-992-4200 |
| Address | 650 California Street San Francisco, CA 94108-2702 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Unison Midgard Fund LP | [2019-08-22] | 449.4 | 855.3 |
| RE | ODIN New Horizon Real Estate Fund LP | 2017-02-03 | 718.0 | |
| RE | ODIN Residential Real Estate Fund LP | 2017-02-03 | 41.1 | |
| RE | ODIN US Residential Real Estate Fund I LP | [2017-02-03] | 0.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 1,644.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 1,644.4 |
| By Discretionary | ||
| Discretionary | 3 | 1,644.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1,644.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,644.4 | |
| Total | 3 | 1,644.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Arens | 5 | ||
| Thomas Sponholtz | 7 | ||
| Rayan Rafay | 2 | ||
| Andrew Toby | 2 | ||
| Keren Ackerman | 2 | ||
| Unison Investment Management LLC | 1 | ||
| Matthew OHara | 1 | ||
| John Pingel | 1 | ||
| ODIN Midgard Fund General Partner LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Whitman/Peterson LLC
✚
|
CA | 1.8 |
|
BlackRock Realty Advisors Inc
✚
|
NY | 1.7 |
|
Sterling Investment Management LLC
✚
|
FL | 1.7 |
|
Everwest Advisors LLC
✚
|
CO | 1.7 |
|
Raith Capital Partners LLC
✚
|
NY | 1.7 |
|
Iron Point Partners LLC
✚
|
DC | 1.6 |
|
Homestead Capital USA LLC
✚
|
CA | 1.6 |
|
DLJ Real Estate Capital Partners LLC
✚
|
NY | 1.5 |
|
Penwood Real Estate Investment Management LLC
✚
|
CT | 1.5 |
|
Dome Equities LLC
✚
|
NY | 1.5 |