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 registered with the SEC; its registration dates to 2007. The firm's public classification is "Investment Bank" and its ownership is listed as a mix of a domestic entity and an individual. Available records mark the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multistate adviser, pension consultant, or related adviser in the provided dataset. The publicly available profile offers limited detail about the firm's client segments, fee model, or specific advisory activities. What is visible suggests a small, narrowly reported entity rather than a broadly disclosed wealth management platform.
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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