Uniplan Institutional Advisors LLC
CRD 314367SEC# 801-121382Milwaukee, WI
No longer SEC-registered. Uniplan Institutional Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
11
Accounts
—
Location
Milwaukee, WI
Uniplan Institutional Advisors LLC assets under management
Uniplan Institutional Advisors LLC is a registered investment adviser overseen by the SEC based in Milwaukee, WI. It employs 11 people.
Uniplan Institutional Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Thomas Werner Control | Chief Operating Officer And Vice President | Under 5% | 2021 |
| Kris Hunter Jamison Control | President And Chief Executive Officer | Under 5% | 2021 |
| Mary Beth Jacobson Control | Vice President, Secretary, Director Of Compliance And Reporting, Chief Compliance Officer | Under 5% | 2021 |
| Richard Paul Imperiale Control | Chairman, Secretary-Treasurer, Chief Investment Officer, Director | Under 5% | 2021 |
| Uniplan Investment Counsel, Inc. Control | Owner Of 100% Of Member Interests | Over 75% | 2019 |
| Richard Paul Imperiale Control | Chairman, Director, Chief Investment Officer | Over 75% | 2018 |
Frequently asked questions
How many employees does Uniplan Institutional Advisors LLC have?
Uniplan Institutional Advisors LLC reports 11 employees.
Where is Uniplan Institutional Advisors LLC located?
Uniplan Institutional Advisors LLC is based in Milwaukee, WI.
Does Uniplan Institutional Advisors LLC disclose fund performance?
Uniplan Institutional Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 839 N Jefferson St., Suite 502, Milwaukee, WI 53202 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 38%
More than 62% of 16,824 advisers