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 a limited liability company that has been SEC-registered since 2007 and is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a multi-state adviser, does not market itself as a capital allocator, and is not described as an active ESG investor or a pension consultant. Other details about the firm’s advisory scope, client types, fee schedule, or specific business lines were not provided in the source material.
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 20
Matthias Matsui
Investment Banking AssociateCRD 7412794

Jonathan Shalowitz
Managing DirectorCRD 7318987

Rustin Jaberi
PresidentCRD 7768507
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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