Unison Investment Management, LLC

Unison Investment Management, LLC (CRD# 150893) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,639,448,333 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
650 California Street, Suite 1800, San Francisco, CA 94108
https://twitter.com/unison_im
By the Numbers
  • Total Assets Under Management
    1,639
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $546,482,778
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Unison Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sean Gallop, financial advisor San Francisco CA
Sean C. Gallop
CRD#: 2000167
100 Pine Street, Suite 2260, San Francisco, CA 94111

Sean Gallop (CRD# 2000167) is an Investment Advisor Representative working at Unison Investment Management, LLC in San Francisco, CA and has over 34 years of experience in the finance industry.

2
James Riccitelli, financial advisor San Francisco CA
James A. Riccitelli
CRD#: 2775910
100 Pine Street, Suite 2260, San Francisco, CA 94111

James Riccitelli (CRD# 2775910) is an Investment Advisor Representative working at Unison Investment Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

3
Thomas Sponholtz, financial advisor San Francisco CA
Thomas S. Sponholtz
CRD#: 2003702
100 Pine Street, Suite 2260, San Francisco, CA 94111

Thomas Sponholtz (CRD# 2003702) is an Investment Advisor Representative working at Unison Investment Management, LLC in San Francisco, CA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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