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- Custodian
- UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2010
- Office Locations
- 3
Office Locations
About Uniplan Investment Counsel, Inc.
Uniplan Investment Counsel is a boutique, independent investment adviser with roots back to 1984, focused on alternative strategies for advisors, HNW and institutional clients. The firm manages REIT/real estate, micro-cap equity, and a high-income total return approach spanning REITs, infrastructure, preferreds and dividend stocks, and can build bespoke mandates. Flagship composites date to 1989/1999/2001, with performance independently verified through 12/31/2023.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD PAUL IMPERIALE
Chairman, Chief Investment Officer, DIRECTOR, Secretary Treasurer
- CRD
- #1121650
- Ownership
- 75% or more
KRIS HUNTER JAMISON
Chief Executive Officer, President
- CRD
- #2566049
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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EMILY MARIE IMPERIALE
--
- CRD
- #8233539
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,460,396 | $756,202 |
| Non-Discretionary | $0 | -- |
| Total | $330,460,396 | $756,202 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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