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Chief Compliance Officer and Senior Corporate Counsel · Unison Investment Management, LLC

Brian M. Casido

CRD 7845139 · Named on Form ADV at one SEC-registered adviser

At a glance

Unison Investment Management, LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $1.6 billion in regulatory assets, lists Brian M. Casido on its Form ADV as Chief Compliance Officer and Senior Corporate Counsel.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.