UNION STREET PARTNERS LLC

RIASEC RegisteredEst. 2011
Total AUM
$86.3M
Discretionary
$86.3M
100% of AUM
Avg account
$86.3M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
ALEXANDRIA, Virginia
CRD number
156148
Registered since
February 3, 2011
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Union Street Partners LLC is an SEC-registered investment adviser organized as an LLC and registered in 2011. The firm serves institutional clients and is compensated on a percentage-of-assets-under-management basis. Its primary advisory activity is portfolio management for investment companies. The firm does not identify as an active ESG investor, is not designated as a capital allocator, and is not reported as a multi-state or newly formed adviser. Industry affiliations listed for the firm include relationships with a broker-dealer and classification as another investment adviser.

Assets & Accounts

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
  • SHAWN MCLAUGHLIN

    President and CEOCRD 1232710

Contacts

1 of 1
  • BERNARD MCGINN

    PresidentCRD 1062218

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

ALEXANDRIA, VA

ALEXANDRIA CITY

Location

ALEXANDRIA, VA

Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ALEXANDRIA CITY
Address
1421 Prince St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth