UNION GROVE VENTURE PARTNERS

RIASEC RegisteredEst. 2014
Total AUM
$635M
Discretionary
$334M
53% of AUM
Avg account
$57.7M
Accounts
11
Employees
2
Advisory reps
2

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
170880
Registered since
June 19, 2014
Website
ugvp.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Union Grove Venture Partners is a venture-focused investment manager that organizes and runs pooled investment vehicles as sponsor and general partner. The firm’s advisory activity centers on managing venture capital funds and selecting other advisers to support fund-level strategies. Its client base is institutional, and the firm’s compensation combines a percentage-of-AUM fee with performance-based economics, aligning manager incentives with fund outcomes. Investment activity is concentrated in private markets rather than public securities: Union Grove operates multiple venture capital vehicles and acts as a capital allocator within those vehicles, carrying responsibilities typical of a GP such as deal sourcing, portfolio construction, and oversight of underlying managers where it appoints sub-advisers. The firm is not positioned as an ESG-active investor.

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

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Client base

Client personas

Owners & executives

1 of 1
  • PATRICK CAIRNS

    Managing Member And Chief Compliance OfficerCRD 2776852

Contacts

1 of 1
  • GREGORY BOHLEN

    Managing PartnerCRD 2154113

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

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Location

Primary office

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, 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
UNION
Address
47 Maple St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth