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
2

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 private equity-focused limited partnership that operates as an adviser and sponsor of pooled investment vehicles. The firm is registered with the SEC (registration year 2016) and serves institutional clients, managing private funds and performing portfolio management for pooled vehicles. Its stated business activities include operating as a CPO/CTA and acting as a general partner or managing member of pooled structures. Compensation is a combination of a percentage-of-assets fee and performance-based fees. The firm is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • PETER MCGUIRE

    Partner and Co-FounderCRD 6282207

  • MORGAN JONES

    Managing Partner, FounderCRD 6282206

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