Union Square Park Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$154M
Discretionary
$154M
100% of AUM
Avg account
$154M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
175471
Registered since
July 29, 2021
Website
uspcm.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Union Square Park Capital Management, LLC is an SEC-registered investment adviser classed as a hedge fund that provides portfolio management for pooled investment vehicles and operates in a CPO/CTA capacity. The firm targets institutional clients and charges a mix of percentage-of-AUM and performance-based fees. It also serves as sponsor, general partner and managing member for pooled vehicles it manages. The adviser registered with the SEC in 2021 and is owned by an individual; it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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
  • James Plumeri

    Chief Compliance Officer & Director of OperationsCRD 8048220

Contacts

1 of 1
  • Leon Zaltzman

    Leon Zaltzman

    Managing MemberCRD 2393309

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.4M in ETFs

Passive

100%

$2.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US AEROSPACE & DEFENSE ETF (ITA)BlackRockPassiveIndustrials$2.4M10,000100.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1120 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth