Union Square Advisors LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 141254
- Registered since
- January 9, 2007
- Website
- www.usadvisors.com
Firm profile
FINTRXOverview
Union Square Advisors LLC is organized as a limited liability company and is classified in the data set as an investment bank. The firm registered with the SEC in 2007 and is owned by a domestic entity and an individual. The provided profile indicates the firm does not act as a capital allocator and does not identify as an active ESG investor, pension consultant, or related adviser. The record does not include details on fee schedules, specific advisory activities, or client segments. The combination of an investment-bank classification and the lack of information about advisory or asset-management activities suggests the firm's publicly reported role is not that of a traditional discretionary wealth manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Wayne Kawarabayashi
Partner, Chief Operating OfficerCRD 3149707
Contacts
3 of 18
Matthias Matsui
Investment Banking AssociateCRD 7412794

Jonathan Shalowitz
Managing DirectorCRD 7318987

William Andereck
PartnerCRD 5566285
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Caplight Markets LLC
Broker-DealerSan Francisco, CA
FTP Securities LLC
Broker-DealerSan Francisco, CA
Sofi Securities LLC
Broker-DealerSan Francisco, CA
Second Street Securities, Inc.
Broker-DealerSan Francisco, CA
Probitas Funds Group, LLC
Broker-DealerSan Francisco, CA
Growthpoint Technology Partners, LLC
Broker-DealerSan Francisco, CA