Uniplan Investment Counsel, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$230,947,738
Clients
405
Advisors
3
across 2 offices
About
Uniplan Investment Counsel provides investment advisory, sub‑advisory and portfolio‑modeling services to a mix of individual and institutional clients, including broker‑dealer wrap program sponsors, other registered investment advisers, pension plans, trusts and pooled investment vehicles. The firm delivers both discretionary management for separately managed accounts and non‑discretionary model portfolios that UMA sponsors and other institutions may implement.
UIC’s investment process is grounded in fundamental security analysis and is applied across specialized strategies such as REIT/REOC, small‑ and micro‑cap equities, equity‑income, concentrated manager strategies and fixed income, with supplemental use of options and ETFs when appropriate. The firm also incorporates proprietary models and analytics through an affiliated research entity and offers overlay capabilities — including ESG/SRI screening and engagement, tactical hedging, and bespoke mandate construction — to match sponsor or client objectives.
What distinguishes UIC from many peers is the centrality of its sub‑advisory and model‑portfolio business: a substantial portion of its work comes from serving as a sub‑advisor in wrap and UMA programs (it does not sponsor those programs) and from providing model portfolios to other advisers and pooled vehicles, resulting in a much larger assets‑under‑advisement footprint relative to its discretionary AUM. UIC’s formal co‑advisory arrangements and its documented proxy‑voting and active ownership capabilities tied to its SRI overlays further differentiate its service mix from typical supported advisers.
Client services
Expertise
Fee options
$0 - $500,000: 0.75% per annum (Equity Income Strategies) $500,001 - $5,000,000: 0.75% per annum (REITs/REOCs) or 0.50% for accounts >$500,000 (Equity Income Strategies) $0 - $5,000,000: 0.75% per annum (REITs and REOCs) $5,000,001+: 0.50% per annum (REITs and REOCs) $0+: 1.00% per annum (Small Cap Strategies) $0+: 1.00% per annum (Micro Cap Strategies) $0 - $5,000,000: 0.50% per annum (Fixed Income Strategies) $5,000,001+: 0.35% per annum (Fixed Income Strategies) $0+: 1.00% per annum (Managers Strategy)
Account minimum: $1,000,000 (generally), $100,000 for wrap program accounts (negotiable) Minimum fee: $10,000 per annum minimum for additional specialized overlay services; $25,000 per annum minimum for “Bespoke” services
Main office
See office839 N Jefferson St., Suite 502
Milwaukee WI 53202
Advisors at this office
2
Offices (2)
Most active in
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Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kris J
Series 63, Series 65
Camas, WA
Uniplan Investment Counsel, Inc.
Kris Jamison is an advisor at Uniplan Investment Counsel, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at related Uniplan entities as well as Forward Management, LLC. Uniplan Investment Counsel provides investment advisory, sub-advisory, and portfolio-modeling services to individual and institutional clients. The firm emphasizes fundamental security analysis across specialized strategies and supports its clients with proprietary models, ESG/SRI screening, and customized mandates, primarily serving as a sub-advisor in wrap and UMA programs.
Richard I
Series 63, Series 65
Milwaukee, WI
Uniplan Investment Counsel, Inc.
Richard Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. in Milwaukee, WI, holding Series 63 and Series 65 designations with 41 years of industry experience. His work history includes long-term roles at multiple Uniplan entities, including Uniplan Institutional Advisors LLC and Uniplan Consulting, LLC. Uniplan Investment Counsel provides investment advisory, sub‑advisory, and portfolio‑modeling services to individual and institutional clients. The firm specializes in fundamental security analysis across various strategies and is notable for its significant sub‑advisory and model‑portfolio business, serving a wide range of wrap and UMA program sponsors and other advisers.
Emily I
Series 65
Milwaukee, WI
Uniplan Investment Counsel, Inc.
Emily Imperiale is a financial advisor at Uniplan Investment Counsel, Inc. in Milwaukee, WI, holding a Series 65 designation. She has been with Uniplan Investment Counsel since 2023, with prior experience in healthcare organizations including Children's Wisconsin and Froedtert Hospital. Uniplan Investment Counsel provides investment advisory, sub‑advisory, and portfolio-modeling services to individual and institutional clients. The firm emphasizes fundamental security analysis across various specialized strategies and is notable for its substantial sub‑advisory and model‑portfolio business serving wrap and UMA programs.
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