RIA Intel›Advisers›California›UNISON INVESTMENT MANAGEMENT, LLC

UNISON INVESTMENT MANAGEMENT, LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$1.6B
1-Year AUM Growth
+2.8%
3-Year CAGR
+4.2%
Employees
12
Assets Under Management
Total AUM$1.6B
Discretionary AUM$1.6B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees12
Investment Advisers12
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record20
First FilingFeb 3, 2017
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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