Uniplan Investment Counsel, Inc.
● SEC registered since 2010CRD 154718SEC# 801-71802Milwaukee, WI
Reg. AUM
$330.5M
Employees
11
Accounts
437
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 $330.5 million in regulatory assets under management and employs 11 people.
Uniplan Investment Counsel, Inc. owners & executives
4 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 | 10-25% | 2018 |
| Mary Beth Jacobson Control | Vice President, Director Of Reporting And Compliance, Chief Compliance Officer, Secretary | Under 5% | 2014 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Uniplan Investment Counsel, Inc. manage?
Uniplan Investment Counsel, Inc. reports $330.5 million in regulatory assets under management on its Form ADV.
How many employees does Uniplan Investment Counsel, Inc. have?
Uniplan Investment Counsel, Inc. reports 11 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
| Address | 839 N Jefferson St., Suite 502, Milwaukee, WI 53202 |
| Phone | 262-534-3000 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1520710 |
| Discloses disciplinary history | No |
Regulatory AUM
$330.5M▼ 71%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$330.5Mregulatory AUM
Discretionary $330.5M