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Firm profile

Uniplan Investment Counsel, Inc..

MILWAUKEE, WICRD 154718Latest ADV May 15, 2026

Uniplan Investment Counsel, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 25, 2026, reports $1.0B in regulatory assets under management, 11 employees, 5 offices, and 1,872 accounts.

Assets Under Management
$330M
Employees
11
Offices
5 offices
Total Clients
437
Primary office
MILWAUKEE, WI
839 N JEFFERSON ST., SUITE 502, MILWAUKEE, WI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOKris H. Jamison
CCOMary B. Jacobson
COOJames T. Werner

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 92.7% of total clients.
Top client categories% of clientsClients
1
Individuals
92.7%
405
2
Corporations
3.9%
17
3
Charitable
1.8%
8
4
Pension Plans
1.6%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$330Mas of May 15, 2026
Discretionary100.0%
$330M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$330M
Total Accounts437
10Y AUM Change$-2.0B (-86.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee40:1
10Y Employee Change+1 (+10.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.