RIA
    SEC Registered

    Unison

    Registered investment advisor · Providence, Rhode Island · CRD #155470

    Assets Under Management
    $2B
    Client Accounts
    305
    Employees
    1
    CRD Number
    155470
    Registration
    SEC Registered
    Custodian
    Northern Trust Securities, Inc., Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Unison

    Unison Investment Management, LLC is a real estate investment firm that uses options contracts for residential properties. It also operates as an investment management firm managing a global portfolio of publicly traded companies. The firm was founded in 2017.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Unison's AUM?

    Unison reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Unison headquartered?

    Unison is headquartered in Providence, Rhode Island.

    What is Unison's CRD number?

    Unison's CRD number is 155470. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Unison manage?

    Unison manages approximately 305 client accounts according to its latest SEC filing.

    Is Unison SEC registered?

    Yes, Unison is registered with the SEC as an investment adviser with an approved registration status.

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