Unison Investment Management, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 3
- Avg AUM / client
- $538M
- Accounts
- 3
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $1.6B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Unison Midgard Fund Lp | Real Estate Fund | Delaware | $894M | 10 |
| Odin New Horizon Real Estate Fund Lp | Real Estate Fund | Delaware | $723M | 2 |
| Odin Residential Real Estate Fund Lp | Real Estate Fund | Delaware | $22.3M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sponholtz, Thomas, Sutter | Chief Executive Officer | Jan 2009 (18y) | ≈ 18.75% – 50% via Real Estate Equity Exchange, Inc. | |
| O'hara, Matthew | Chief Investment Officer | Nov 2022 (4y) | Less than 5% | |
| Casido, Brian, Mendoza | Chief Compliance Officer And Corporate Counsel | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Real Estate Equity Exchange, Inc. | Sole Member | Jun 2009 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sponholtz, Thomas, Sutter: 25% – 50% of Real Estate Equity Exchange, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Unison Midgard Fund Lp | Real Estate Fund | $894M | $5.0M | 10 |
| Odin New Horizon Real Estate Fund Lp | Real Estate Fund | $723M | $0 | 2 |
| Odin Residential Real Estate Fund Lp | Real Estate Fund | $22.3M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗