UNISON INVESTMENT MANAGEMENT, LLC

CRD 150893 · SEC 801-109979

4 EMBARCADERO CENTER, SUITE 710, SAN FRANCISCO, CA, 94111, United States

Phone

(415) 992-4200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.61B

Discretionary AUM

$1.61B

Team

12 total employees; 12 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	3	$1.61B

Official SEC filing: View on IAPD