UNION SQUARE GLOBAL WEALTH MANAGEMENT

Overview

Union Square Global Wealth Management is an independent registered investment adviser and capital allocator that manages portfolios for high-net-worth individuals, families and select institutional clients. Founded in 1998 and organized as a corporation with individual ownership, the firm charges a mix of percentage-of-AUM and fixed fees and provides a range of advisory services: financial planning, discretionary portfolio management for individuals and pooled vehicles, selection of other advisers and investor education. The firm reports a clear preference for equities as the primary portfolio sleeve and uses separately managed accounts and exchange-traded vehicles to implement much of its public-market exposure. It is not identified as an active ESG investor. Investment activity shows a multi-asset approach: public equities and ETFs form the core, complemented by mutual funds and corporate debt for income or duration management. As a capital allocator the firm also places client capital with third-party alternative managers and runs its own private pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices