# Uniplan Investment Counsel

Uniplan Investment Counsel is an Asset Manager based in Milwaukee, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Milwaukee, United States
- **Region:** North America
- **Address:** 839 North Jefferson Street Suite 502, Milwaukee, WI, United States
- **Founded:** 1984
- **Assets under management:** 960 (Altss estimate)
- **Website:** uniplanic.com

## Regulatory record

- **CRD number:** 154718
- **SEC file number:** 801-71802
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154718

## About

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.

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/uniplan-investment-counsel

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