Union Square Advisors LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
21
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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 20
  • Matthias Matsui

    Matthias Matsui

    Investment Banking AssociateCRD 7412794

  • Jonathan Shalowitz

    Jonathan Shalowitz

    Managing DirectorCRD 7318987

  • Rustin Jaberi

    Rustin Jaberi

    PresidentCRD 7768507

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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