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 has been SEC-registered since 2007. Public records classify the firm as an investment bank and list its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public filings do not disclose the firm’s client segments, fee schedule, or specific advisory and business activities.
Assets & Accounts
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 17
Edward Smith
President and Co-FounderCRD 2085236

William Mcclelland
ChairmanCRD 815173
Michael Meyer
Head of Capital MarketsCRD 2021325
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
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