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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ACKERMAN, KEREN, RIFKA | I | DIRECTOR / CHIEF COMPLIANCE OFFICER | NA | |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF LEGAL OFFICER | NA | Control |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF LEGAL OFFICER | NA | Control |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF LEGAL OFFICER | NA | Control |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF LEGAL OFFICER | NA | Control |
| ARENS, JOHN, JENSEN | I | VICE PRESIDENT / CHIEF LEGAL OFFICER | NA | Control |
| CASIDO, BRIAN, MENDOZA | I | CHIEF COMPLIANCE OFFICER AND CORPORATE COUNSEL | NA | |
| CASIDO, BRIAN, MENDOZA | I | CHIEF COMPLIANCE OFFICER AND CORPORATE COUNSEL | NA | |
| CASIDO, BRIAN, MENDOZA | I | CHIEF COMPLIANCE OFFICER AND CORPORATE COUNSEL | NA | |
| CASIDO, BRIAN, MENDOZA | I | CHIEF COMPLIANCE OFFICER AND CORPORATE COUNSEL | NA | |
| O'HARA, MATTHEW | I | HEAD OF PORTFOLIO MANAGEMENT AND RESEARCH | NA | Control |
| O'HARA, MATTHEW | I | HEAD OF PORTFOLIO MANAGEMENT AND RESEARCH | NA | Control |
| O'HARA, MATTHEW | I | HEAD OF PORTFOLIO MANAGEMENT AND RESEARCH | NA | Control |
| O'HARA, MATTHEW | I | HEAD OF PORTFOLIO MANAGEMENT AND RESEARCH | NA | Control |
| O'HARA, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'HARA, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'HARA, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'HARA, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'HARA, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAFAY, RAYAN | I | VICE PRESIDENT / CHIEF OPERATING OFFICER | NA | Control |
| RAFAY, RAYAN | I | VICE PRESIDENT / CHIEF OPERATING OFFICER | NA | Control |
| RAFAY, RAYAN | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| RAFAY, RAYAN | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| RAFAY, RAYAN | I | VICE PRESIDENT / CHIEF INVESTMENT OFFICER | NA | Control |
| RICCITELLI, JAMES, ANDREW | I | CCO, CO-PRESIDENT, CO-CEO | NA | Control |
| RICCITELLI, JAMES, ANDREW | I | PRESIDENT | NA | |
| RICCITELLI, JAMES, ANDREW | I | PRESIDENT | NA | |
| SPONHOLTZ, THOMAS, SUTTER | I | CO-PRESIDENT, CO-CEO | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CO-PRESIDENT, CO-CEO | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CO-PRESIDENT, CO-CEO | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CEO | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CEO | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CEO | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CEO | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CEO | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TOBY, ANDREW | I | VICE PRESIDENT | NA | Control |
| TOBY, ANDREW | I | VICE PRESIDENT | NA | Control |
| TOBY, ANDREW | I | VICE PRESIDENT | NA | Control |
| TOBY, ANDREW | I | VICE PRESIDENT | NA | Control |
| TOBY, ANDREW | I | VICE PRESIDENT | NA | Control |
| TOBY, ANDREW | I | VICE PRESIDENT | NA | Control |
| TOBY, ANDREW | I | VICE PRESIDENT | NA | Control |
| TOBY, ANDREW | I | VICE PRESIDENT | NA | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | MANAGING MEMBER - ODIN US RESIDENTIAL REAL ESTATE CAPITAL I LLC | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | MANAGING MEMBER - ODIN US RESIDENTIAL REAL ESTATE CAPITAL I LLC | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| REAL ESTATE EQUITY EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| UNISON INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER - ODIN NEW HORIZON MANAGER LLC (RELYING ADVISER) | E | Control |
| UNISON INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER - ODIN REAL ESTATE FUND MANAGEMENT COMPANY LLC (RELYING ADVISER) | E | Control |
| UNISON INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER - ODIN REAL ESTATE FUND MANAGEMENT COMPANY LLC (RELYING ADVISER) | E | Control |
| UNISON INVESTMENT MANAGEMENT, LLC | DE | MANAGING MEMBER - ODIN NEW HORIZON MANAGER LLC (RELYING ADVISER) | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RICCITELLI, JAMES, ANDREW | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| RICCITELLI, JAMES, ANDREW | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| RICCITELLI, JAMES, ANDREW | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| RICCITELLI, JAMES, ANDREW | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| RICCITELLI, JAMES, ANDREW | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
| SPONHOLTZ, THOMAS, SUTTER | I | REAL ESTATE EQUITY EXCHANGE, INC. | C | Control |
Registrations
Federal
IA
Jun 23, 2025 REGISTERED
Notice Filings (1)
CA
Address
4 EMBARCADERO CENTERSUITE 710
SAN FRANCISCO, CA 94111
United States
Phone: (415) 992-4200