Union Square Capital Partners, LLC
Firm details
- Headquarters
- Kennett Square, Pennsylvania
- CRD number
- 288708
- Registered since
- September 14, 2017
- Website
- www.usq.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Union Square Capital Partners, LLC is an SEC-registered institutional registered investment adviser formed in 2017 and organized as a limited liability company. The firm serves institutional clients and charges fees as a percentage of assets under management. Its primary advisory activity is portfolio management for investment companies rather than individual retail accounts. The firm is not an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a capital allocator. Union Square also maintains several industry registrations or affiliations beyond its RIA status, including ties to a broker-dealer, other investment adviser registrations, a registered municipal advisor role, and participation as a commodity pool operator or commodity trading advisor (CPO/CTA).
Assets & Accounts
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
2 of 2
Mary Ziegler
Chief Legal and Compliance OfficerCRD 6084677

George Downing
Chief Operating OfficerCRD 5980729
Contacts
2 of 2
Matthew Henry
Managing PartnerCRD 6821720

Thomas Miller
Director, Investment ResearchCRD 5639215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kennett Square, PA
Chester
Location
Kennett Square, PA
Headquartered in Kennett Square, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 235 Whitehorse Ln
- Time zone
- ET (UTC-5)
- Office locations
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