Union Park Capital Management, L.P.

RIASEC RegisteredEst. 2016
Total AUM
$928M
Discretionary
$928M
100% of AUM
Avg account
$232M
Accounts
4
Employees
10
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
169842
Registered since
October 20, 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 Park Capital Management, L.P. is a limited partnership that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm is SEC-registered (since 2016) and serves institutional clients. Its stated business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. The firm also functions in sponsor and general partner roles for pooled vehicles and is organized as a domestic entity with individual ownership. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Union Park does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 3
  • Morgan Jones

    Morgan Jones

    Managing Partner, FounderCRD 6282206

  • Peter Mcguire

    Peter Mcguire

    Partner and Co-FounderCRD 6282207

  • Melanie Marzola

    CRD 2335263

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

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
200 Newbury St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth