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Chief Investment Officer · Unison Investment Management, LLC

Matthew O'Hara

CRD 6217535 · 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 Matthew O'Hara on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Matthew’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Thomas S. SponholtzChief Executive Officer, Unison Investment Management, LLC
  • Brian M. CasidoChief Compliance Officer and Senior Corporate Counsel, Unison Investment Management, LLC
  • Ryan M. ReigerChief Operating Officer, Unison Investment Management, LLC

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