Union Capital Management Corp
Firm details
- Headquarters
- ,
- CRD number
- 109670
- Fee structure
- Percentage of AUM, Other
- Client types
- State / Municipal Government93.99%
- HNWI6.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Union Capital Management Corp. is a small, privately owned corporate RIA that advises both individual and institutional clients. The firm’s stated advisory focus is discretionary portfolio management for individuals and small businesses as well as for businesses or institutions. Its fees are charged at least in part as a percentage of assets under management and may include other fee arrangements. The firm reports it is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The owner structure is individual ownership; the record does not list a visible SEC registration year.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds94%
- State & Local Bonds5%
- Cash & Cash Equivalents1%
Contacts
1 of 1Kenneth Canepa
Investment managerCRD 1414719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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