Unison Investment Management, LLC
● SEC registered since 2017CRD 150893SEC# 801-109979San Francisco, CA
Ranks #2,432 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.61B
Fund GAV
$1.61B
Private funds
3
Employees
12
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 $1.6 billion in regulatory assets under management and employs 12 people. Unison Investment Management, LLC manages 3 private funds with combined gross assets of $1.6 billion, including Unison Midgard Fund LP. By regulatory assets, it ranks 2,432 of 6,004 private fund managers.
Unison Investment Management, LLC private funds
3 funds · $1.61B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Unison Midgard Fund LP | Real Estate | $908.8M | $5M |
| Odin New Horizon Real Estate Fund LP | Real Estate | $685.3M | — |
| Odin Residential Real Estate Fund LP | Real Estate | $20M | — |
Unison Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Mendoza Casido | Chief Compliance Officer And Senior Corporate Counsel | Under 5% | 2023 |
| Matthew O'Hara Control | Chief Investment Officer | Under 5% | 2022 |
| Real Estate Equity Exchange, Inc. Control | Sole Member | Over 75% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Unison Investment Management, LLC manage?
Unison Investment Management, LLC reports $1.6 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 $1.6 billion.
How many employees does Unison Investment Management, LLC have?
Unison Investment Management, LLC reports 12 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
| Address | 4 Embarcadero Center, Suite 710, San Francisco, CA 94111 |
| Phone | (415) 992-4200 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.61B▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.61Bregulatory AUM
Discretionary $1.61B