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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

UNIPLAN REAL ESTATE ADVISORS, INC.

CRD 105949

UNION GROVE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baaa2814-1425-e9b4-4874-a028004f55aa

Data as of Mar 20, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2012 to Mar 20, 2020
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2020-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 11
Advisory employees: 10
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-24133
CRD: 105949
Filings on the tape: 17
First filed: Jan 26, 2012
Latest filed: Mar 20, 2020
Organised: Corporation, Wisconsin

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
IMPERIALE, RICHARD, PAUL	CHAIRMAN, TREASURER,DIRECTOR, CHIEF INVESTMENT OFFICER	Na	yes	02/2018	Jan 26, 2012	Mar 20, 2020
JACOBSON, MARY, BETH	VICE PRESIDENT, SECRETARY AND DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER	Na	yes	08/2014	Mar 27, 2015	Mar 20, 2020
JAMISON, KRIS, HUNTER	PRESIDENT AND CHIEF EXECUTIVE OFFICER	Na	yes	02/2018	Mar 23, 2018	Mar 20, 2020
UNIPLAN INVESTMENT COUNSEL, INC.	OWNER OF 100% OF CAPITAL STOCK	E	yes	12/2016	Feb 28, 2017	Mar 20, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
UNIPLAN INVESTMENT COUNSEL, INC.	n/a	Independent wealth	$330M	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Hingham	Ma	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 20, 2020	$0	$0	11	10	3	n/a	n/a
2018	Mar 26, 2019	$0	$0	11	10	3	n/a	n/a
2017	Mar 23, 2018	$0	$0	11	10	3	n/a	n/a
2016	Feb 28, 2017	$1.9B	$1.6B	1	1	n/a	n/a	n/a
2015	Mar 22, 2016	$2.0B	$1.4B	1	1	n/a	n/a	n/a
2014	Mar 27, 2015	$2.0B	$1.4B	1	1	n/a	n/a	n/a
2013	Mar 20, 2014	$1.6B	$1.1B	1	1	n/a	n/a	n/a
2012	Mar 25, 2013	$965M	$965M	14	6	n/a	n/a	n/a
2011	Jan 26, 2012	$132M	$132M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$0	$0	n/a	$1.9B	n/a	11	11	3	3

Relationships

Affiliated with (1)

→ UNIPLAN INVESTMENT COUNSEL, INC.Registered adviserother investment adviser, control
factForm ADV

Controls (4)

← IMPERIALE, RICHARD, PAULOwnerCHAIRMAN, TREASURER,DIRECTOR, CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 26, 2012 to presentfactForm ADV
← UNIPLAN INVESTMENT COUNSEL, INC.OwnerOWNER OF 100% OF CAPITAL STOCK, ownership code E, domestic entity
Feb 28, 2017 to presentfactForm ADV
← JAMISON, KRIS, HUNTEROwnerPRESIDENT AND CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 23, 2018 to presentfactForm ADV
← JACOBSON, MARY, BETHOwnerVICE PRESIDENT, SECRETARY AND DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2015 to presentfactForm ADV

Registered with (2)

← RICHARD PAUL IMPERIALEAdvisorregistration: previous registration
Jun 14, 1985 to Mar 11, 2021factForm ADV
← KRIS HUNTER JAMISONAdvisorregistration: previous registration
Sep 2, 2010 to Mar 11, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:baaa2814-1425-e9b4-4874-a028004f55aa
First observed: Jan 26, 2012
Last observed: Mar 20, 2020 79 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

UNIPLAN REAL ESTATE ADVISORS, INC.

CRD 105949

UNION GROVE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baaa2814-1425-e9b4-4874-a028004f55aa

Data as of Mar 20, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

IMPERIALE, RICHARD, PAUL

CHAIRMAN, TREASURER,DIRECTOR, CHIEF INVESTMENT OFFICER

yes

02/2018

Jan 26, 2012

Mar 20, 2020

JACOBSON, MARY, BETH

VICE PRESIDENT, SECRETARY AND DIRECTOR OF COMPLIANCE AND REPORTING; CHIEF COMPLIANCE OFFICER

yes

08/2014

Mar 27, 2015

Mar 20, 2020

JAMISON, KRIS, HUNTER

PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

02/2018

Mar 23, 2018

Mar 20, 2020

UNIPLAN INVESTMENT COUNSEL, INC.

OWNER OF 100% OF CAPITAL STOCK

yes

12/2016

Feb 28, 2017

Mar 20, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

UNIPLAN INVESTMENT COUNSEL, INC.

n/a

Independent wealth

$330M

n/a

City

State

Country

Employees

Also broker-dealer

Hingham

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 20, 2020

n/a

2018

Mar 26, 2019

n/a

2017

Mar 23, 2018

n/a

2016

Feb 28, 2017

$1.9B

$1.6B

n/a

2015

Mar 22, 2016

$2.0B

$1.4B

n/a

2014

Mar 27, 2015

$2.0B

$1.4B

n/a

2013

Mar 20, 2014

$1.6B

$1.1B

n/a

2012

Mar 25, 2013

$965M

n/a

2011

Jan 26, 2012

$132M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

n/a

$1.9B

n/a