Data / Investment advisers / Wisconsin / Uniplan Investment Counsel, Inc.
Uniplan Investment Counsel, Inc., Milwaukee, WI: $330 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Uniplan Investment Counsel, Inc. is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $330 million in regulatory assets under management in its Form ADV filed May 15, 2026. Its clients include individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Uniplan Investment Counsel, Inc. (CRD number 154718): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 154718
- SEC file number
- 801-71802
- SEC status
- Approved, effective September 16, 2010
- Main office
- 839 N Jefferson St. Suite 502, Milwaukee, WI 53202
- Phone
- (262) 534-3000
- Regulatory AUM
- $330,460,396 in the Form ADV filed May 15, 2026
- Discretionary AUM
- $330,460,396
- Accounts
- 437
- Employees
- 11, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 405 | $230.9 million |
| Pension and profit sharing plans | 7 | $72.1 million |
| Corporations or other businesses | 17 | $20.2 million |
| Charitable organizations | 8 | $7.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $330.5 million | May 15, 2026 |
| April 1, 2026 | $1.04 billion | March 25, 2026 |
| December 1, 2025 | $1.12 billion | March 19, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Friedlander & Co Inc | Milwaukee | $564.8 million | Not listed | adviserinfo.sec.gov |
| Affiliated Financial Advisors Inc | Milwaukee | $541.5 million | Not listed | adviserinfo.sec.gov |
| The Milwealth Group, LLC | Milwaukee | $496.9 million | Not listed | adviserinfo.sec.gov |
| Arcataur Capital Management LLC | Milwaukee | $469.5 million | Not listed | adviserinfo.sec.gov |
| Black Maple Capital Management LP | Milwaukee | $352.9 million | 3 | adviserinfo.sec.gov |
| 1492 Capital Management, LLC | Milwaukee | $274.6 million | Not listed | adviserinfo.sec.gov |
| Transcend Advisor Group, LLC | Milwaukee | $253.2 million | Not listed | adviserinfo.sec.gov |
| Morgan Dempsey Capital Management LLC | Milwaukee | $252.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving pension and profit sharing plans
- Uniplan Investment Counsel, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.