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 a privately owned, SEC-registered hedge fund manager organized as an LLC and registered in 2021. The firm serves institutional clients and operates primarily as manager and sponsor of pooled investment vehicles, performing CPO/CTA functions and portfolio management for those vehicles. Its compensation is a combination of a percentage-of-assets fee plus performance-based fees, consistent with hedge fund economics. The firm reports it is not a multi-state adviser, does not position itself as a capital allocator, and 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

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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

    Managing MemberCRD 2393309

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

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.2M in ETFs

Passive

100%

$2.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US AEROSPACE & DEFENSE ETF (ITA)BlackRockPassiveIndustrials$2.2M10,000100.00%

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