# Unison Investment Management, LLC

> Unison Investment Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 150893
- Filed as: UNISON INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150893
- AdvisorCensus page: https://advisorcensus.com/firm/unison-investment-management-llc-san-francisco-ca-150893

## Quick answers

**How is Unison Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Unison Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Unison Investment Management, LLC located?**
Unison Investment Management, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Unison Investment Management, LLC registered with the SEC or a state?**
Unison Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 150893.

**How much does Unison Investment Management, LLC manage?**
Unison Investment Management, LLC reports $1,614,162,010 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Unison Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Unison Investment Management, LLC: Regulatory assets under management: $851,072,868 in the October 2021 data and $1,614,162,010 in the October 2026 data, up 90%. Total employees: 20 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Unison Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Unison Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150893

**What changed in Unison Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 18 to 12. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,614,162,010
- Discretionary: $1,614,162,010
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1,614,162,010 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 12 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- unisonim.com
- LinkedIn @UNISON-INVESTMENT-MANAGEMENT
- X @UNISON_IM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $851,072,868 | 20 | April 2, 2021 |
| October 2022 | $1,490,279,992 | 45 | June 14, 2022 |
| October 2023 | $1,644,402,965 | 20 | April 3, 2023 |
| October 2024 | $1,639,448,333 | 20 | March 26, 2024 |
| October 2025 | $1,685,557,326 | 18 | June 23, 2025 |
| October 2026 | $1,614,162,010 | 12 | September 29, 2026 |

Regulatory assets under management: $851,072,868 in the October 2021 data and $1,614,162,010 in the October 2026 data, up 90%.
Total employees: 20 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 12.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Unison Investment Management, LLC (CRD 150893): Form ADV filing data as of October 2026.