Uniplan Investment Counsel

Uniplan Investment Counsel was established in 1984. It operates as a US wealth manager focused on advisory and portfolio services. The firm delivers investment...

Uniplan Investment Counsel

Uniplan Investment Counsel was established in 1984. It operates as a US wealth manager focused on advisory and portfolio services. The firm delivers investment management to individuals and corporations. Asset classes center on standard advisory offerings with no disclosed emphasis on private markets or alternatives. Geographic activity remains concentrated in the United States. AUM stands at 960 million USD. No additional offices or team size figures appear in available records. No dated operational events from the last 24 months are documented. Governance follows a conventional wealth-manager model with no disclosed family-office succession or club structures.

Website

uniplanic.com

General information

Firm type

Wealth Manager

Year founded

1984

AUM

960 (Altss estimate)

Location

Region

North America

Country

United States

City

Milwaukee

Corporate office

839 North Jefferson Street Suite 502, Milwaukee, WI, United States

Who runs investment decisions at Uniplan Investment Counsel?

No named principals or CIO appear in public records.

Does Uniplan Investment Counsel participate in fund commitments or only direct deals?

The firm provides portfolio management and advisory services; specific fund or direct allocation data is not disclosed.

What investment stages does Uniplan Investment Counsel typically target?

No stage preferences or private-market activity are documented in available sources.

Where does the underlying wealth come from?

Wealth origin is not disclosed.

How is Uniplan Investment Counsel structured relative to family offices or external GPs?

It operates as a registered wealth manager serving multiple client types rather than a single-family office.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.