Uniplan Investment Counsel, Inc. logo

Uniplan Investment Counsel, Inc.

Updated today

Client assets under management

$742,462,467

Clients

1,715

0% high-net worth

Advisors

3

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

572

Very High

Average account size

$432,923

About

Uniplan Investment Counsel provides investment advisory, sub‑advisory and portfolio modeling services to a mix of private and institutional clients, including individual investors, other investment advisers, pooled investment vehicles, banks and pension and profit‑sharing plans. The firm primarily serves as a sub‑advisor to wrap program and UMA sponsors while also managing separately managed accounts and pooled vehicles on both discretionary and non‑discretionary bases.

Investment decisions are grounded in fundamental security analysis across specialized strategies such as REITs/REOCs, small‑cap and micro‑cap equities, equity income, fixed income and a concentrated managers strategy, and the firm employs additional tools including option writing and ETF overlays. Uniplan also uses proprietary quantitative and qualitative research and portfolio models provided by its affiliated Uniplan Consulting LLC and offers ESG/SRI overlays, tactical overlay services and bespoke mandates, plus a co‑advisory Next Economy Income fixed income strategy with Green Alpha.

Compared with many team advisors, Uniplan reports materially more non‑discretionary assets (about $655.4 million across 1,491 non‑discretionary accounts) than discretionary assets (about $380.8 million across 381 accounts) and characterizes the bulk of its business as sub‑advisory participation in wrap and UMA programs. The firm’s reported 1,715 clients and three listed advisors—which produces an unusually high client‑per‑advisor ratio—and its explicit engagement with other advisers and pooled vehicles distinguish its operating model from peers that focus primarily on direct discretionary relationships.

Client services

Portfolio management
Construction of model investment portfolios for clients, including banks and other investment advisers

Expertise

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Real estate investing

Fee options

Percentage

$0 - $5,000,000: 0.75% per annum (REITs and REOCs) $5,000,000+: 0.50% per annum (REITs and REOCs) $0+: 1% per annum (Small Cap Strategies) $0+: 1% per annum (Micro Cap Strategies) $0 - $500,000: 0.75% per annum (Equity Income Strategies) $500,000+: 0.50% per annum (Equity Income Strategies) $0 - $5,000,000: 0.50% per annum (Fixed Income Strategies) $5,000,000+: 0.35% per annum (Fixed Income Strategies) $0+: 1% per annum (Managers Strategy)

Other

Account minimum: $1,000,000 generally, $100,000 minimum for wrap program accounts (negotiable) Minimum fee: $10,000 per annum minimum for specialized portfolio overlay services; $25,000 per annum minimum for Bespoke services

Main office location

Uniplan Investment Counsel, Inc.

839 N Jefferson St., Suite 502

Milwaukee WI 53202, United States

Number of offices

6

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kris J

Series 63, Series 65

Camas, WA

Uniplan Investment Counsel, Inc.

Kris Jamison is a financial advisor at Uniplan Investment Counsel, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Uniplan affiliates since 2010. Uniplan Investment Counsel provides portfolio management, sub‑advisory, and portfolio‑modeling services to individual investors and institutional sponsors. The firm employs fundamental security analysis and specialized strategies across multiple asset classes, managing approximately $1.124 billion in assets for over 2,200 client accounts.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Real estate investing
user avatar

Richard I

Series 63, Series 65

Milwaukee, WI

Uniplan Investment Counsel, Inc.

Richard Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. based in Milwaukee, WI, holding Series 63 and Series 65 licenses with 40 years of industry experience. His career includes roles at multiple Uniplan entities since 1984, encompassing investment counsel, consulting, and real estate advisory services. Uniplan Investment Counsel provides portfolio management, sub-advisory, and portfolio-modeling services to both individual investors and institutional sponsors. The firm employs fundamental security analysis and specialized strategies across various asset classes, managing over $1.1 billion in assets with a focus on both discretionary and non-discretionary mandates.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Real estate investing
user avatar

Emily I

Series 65

Milwaukee, WI

Uniplan Investment Counsel, Inc.

Emily Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. with a Series 65 designation and three years of experience at the firm. Her prior experience includes roles in healthcare institutions such as Children’s Wisconsin, Froedtert Hospital, University of North Carolina at Chapel Hill Health Systems, and SSM Health Saint Louis University Hospital. Uniplan Investment Counsel provides portfolio management, sub-advisory, and portfolio-modeling services to individual and institutional clients, with a focus on fundamental security analysis and specialized strategies including small-cap equities, REITs, equity income, and fixed income. The firm manages approximately $1.124 billion in assets across a diverse client base and emphasizes sub-advisory and sponsor relationships.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Real estate investing
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