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 that is classified in the dataset as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also noted as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another advisory entity. The firm did not supply detail on its client segments, fee structures, advisory services, or specific business activities in the source data, so there is limited public information about its market positioning or service offerings beyond the organizational classification.
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 16
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
Similar firms
FTP Securities LLC
Broker-DealerSan Francisco, CA
Bridge Street Securities, LLC
Broker-DealerSan Francisco, CA
Robert Blum Municipals, Inc.
Broker-DealerSan Francisco, CA
Probitas Funds Group, LLC
Broker-DealerSan Francisco, CA
Wood Warren & Co Securities, LLC
Broker-DealerSan Francisco, CA
Qatalyst Partners LP
Broker-DealerSan Francisco, CA