Union Square Capital Partners, LLC

RIASEC RegisteredEst. 2017
Total AUM
$189M
Discretionary
$189M
100% of AUM
Avg account
$189M
Accounts
1
Employees
2
Advisory reps
4

Firm details

Headquarters
Kennett Square, Pennsylvania
CRD number
288708
Registered since
September 14, 2017
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

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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

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Client base

Client personas

Owners & executives

2 of 2
  • Mary Ziegler

    Mary Ziegler

    Chief Legal and Compliance OfficerCRD 6084677

  • George Downing

    George Downing

    Chief Operating OfficerCRD 5980729

Contacts

2 of 2
  • Matthew Henry

    Matthew Henry

    Managing PartnerCRD 6821720

  • Thomas Miller

    Thomas Miller

    Director, Investment ResearchCRD 5639215

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth