1 UNION MANAGEMENT, LLC

Overview

1 Union Management, LLC operates as a small, fee-based advisory LLC focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and functions not only as an adviser but also as a sponsor, general partner and managing member of pooled investment vehicles, which indicates it both allocates to and directly manages private investment structures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on private funds and direct alternative exposures. The firm shows a clear preference for deploying capital into illiquid and sector-focused strategies—chiefly venture capital and real estate—while also maintaining exposure to commodities and oil & gas. Public market instruments are used alongside these private allocations, and the firm lists annuities, mutual funds and corporate debt among its additional investment tools.

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Investments & Alternatives

Location & Offices