UNION SQUARE ADVISORS LLC

Overview

Union Square Advisors LLC is organized as a limited liability company and is registered with the SEC since 2007. FINTRX classifies the firm as an investment bank rather than a traditional registered investment manager or capital allocator; the dataset explicitly flags it as not acting as a capital allocator. Owner structure is indicated as a domestic entity with individual ownership. The firm does not appear in FINTRX as an active ESG investor and is not listed as a multi-state adviser, pension consultant, or related adviser to another registered manager. Financial and client-facing details typically used to profile wealth managers—such as fee schedules, advisory activities, client segments, and AUM—are not reported in the source data, which is consistent with the firm's classification and suggests its primary activity is likely oriented toward investment banking or advisory services rather than discretionary asset management.

Location & Offices