UNISON INVESTMENT MANAGEMENT, LLC
CRD #150893 SEC #801-109979 SAN FRANCISCO, CA (415) 992-4200
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.7B
Employees
18
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.7B | $1.7B | $0 | 18 | 0 |
| Mar 2025 | $1.7B | $1.7B | $0 | 18 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 20 | 0 |
| Dec 2023 | $1.6B | $1.6B | $0 | 20 | 0 |
| Apr 2023 | $1.6B | $1.6B | $0 | 20 | 0 |
| Mar 2023 | $1.6B | $1.6B | $0 | 20 | 0 |
| Jun 2022 | $1.5B | $1.5B | $0 | 45 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 45 | 0 |
| Mar 2022 | $851.1M | $851.1M | $0 | 20 | 0 |
| Jan 2022 | $851.1M | $851.1M | $0 | 20 | 0 |
| Apr 2021 | $851.1M | $851.1M | $0 | 20 | 0 |
| Oct 2020 | $845.7M | $845.7M | $0 | 51 | 0 |
| Jul 2020 | $845.7M | $845.7M | $0 | 51 | 0 |
| Jun 2020 | $845.7M | $845.7M | $0 | 51 | 0 |
| Mar 2020 | $845.7M | $845.7M | $0 | 51 | 0 |
| Sep 2019 | $829M | $829M | $0 | 50 | 0 |
| Aug 2019 | $829M | $829M | $0 | 50 | 0 |
| Mar 2019 | $546.9M | $546.9M | $0 | 33 | 0 |
| Mar 2018 | $285.8M | $285.8M | $0 | 21 | 0 |
| May 2017 | $295.8M | $295.8M | $0 | 11 | 1 |
| Feb 2017 | $306.6M | $306.6M | $0 | 13 | 1 |
DateJun 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees20
Clients0
DateDec 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees20
Clients0
DateApr 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees20
Clients0
DateJun 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees45
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees45
Clients0
DateMar 2022
Total AUM$851.1M
Discretionary$851.1M
Non-Disc.$0
Employees20
Clients0
DateJan 2022
Total AUM$851.1M
Discretionary$851.1M
Non-Disc.$0
Employees20
Clients0
DateApr 2021
Total AUM$851.1M
Discretionary$851.1M
Non-Disc.$0
Employees20
Clients0
DateOct 2020
Total AUM$845.7M
Discretionary$845.7M
Non-Disc.$0
Employees51
Clients0
DateJul 2020
Total AUM$845.7M
Discretionary$845.7M
Non-Disc.$0
Employees51
Clients0
DateJun 2020
Total AUM$845.7M
Discretionary$845.7M
Non-Disc.$0
Employees51
Clients0
DateMar 2020
Total AUM$845.7M
Discretionary$845.7M
Non-Disc.$0
Employees51
Clients0
DateSep 2019
Total AUM$829M
Discretionary$829M
Non-Disc.$0
Employees50
Clients0
DateAug 2019
Total AUM$829M
Discretionary$829M
Non-Disc.$0
Employees50
Clients0
DateMar 2019
Total AUM$546.9M
Discretionary$546.9M
Non-Disc.$0
Employees33
Clients0
DateMar 2018
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees21
Clients0
DateMay 2017
Total AUM$295.8M
Discretionary$295.8M
Non-Disc.$0
Employees11
Clients1
DateFeb 2017
Total AUM$306.6M
Discretionary$306.6M
Non-Disc.$0
Employees13
Clients1