UNION CAPITAL ASSOCIATES, L.P.

RIASEC RegisteredEst. 2016
Total AUM
$722M
Discretionary
$722M
100% of AUM
Avg account
$144M
Accounts
5
Employees
28
Advisory reps
5

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
285154
Registered since
October 6, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Union Capital Associates, L.P. is a limited partnership that functions primarily as a private equity fund manager and sponsor of pooled investment vehicles. The firm acts as general partner and managing member for closed-end funds, delivering portfolio management for pooled vehicles to institutional investors. Its business model combines a percentage-of-AUM fee with performance-based fees, reflecting a typical private equity alignment between manager returns and investor returns. Investment activity is concentrated in externally facing private funds—private equity is the dominant exposure—while commodities are used as a secondary alternative allocation. The firm is not an active ESG investor and is not positioned as a capital allocator to third-party managers; instead, it originates and runs its own pooled vehicles. Union Capital Associates, L.P. has been SEC-registered since 2016.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Michael Shultz

    VP, FinanceCRD 7242711

  • JAY LANDAUER

    Managing PartnerCRD 3087677

  • KEVIN DELAPLANE

    Finance PartnerCRD 6701713

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
124 Mason St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth