Union Square Advisors LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
141254
Registered since
January 9, 2007

Firm profile

FINTRX

Overview

Union Square Advisors LLC is organized as a limited liability company and is classified in the data set as an investment bank. The firm registered with the SEC in 2007 and is owned by a domestic entity and an individual. The provided profile indicates the firm does not act as a capital allocator and does not identify as an active ESG investor, pension consultant, or related adviser. The record does not include details on fee schedules, specific advisory activities, or client segments. The combination of an investment-bank classification and the lack of information about advisory or asset-management activities suggests the firm's publicly reported role is not that of a traditional discretionary wealth manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Wayne Kawarabayashi

    Wayne Kawarabayashi

    Partner, Chief Operating OfficerCRD 3149707

Contacts

3 of 18
  • Matthias Matsui

    Matthias Matsui

    Investment Banking AssociateCRD 7412794

  • Jonathan Shalowitz

    Jonathan Shalowitz

    Managing DirectorCRD 7318987

  • William Andereck

    William Andereck

    PartnerCRD 5566285

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth