Union Square Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
141254
Registered since
January 9, 2007

Firm profile

FINTRX

Overview

Union Square Advisors LLC is organized as a limited liability company that is classified in the dataset as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also noted as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another advisory entity. The firm did not supply detail on its client segments, fee structures, advisory services, or specific business activities in the source data, so there is limited public information about its market positioning or service offerings beyond the organizational classification.

Assets & Accounts

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
  • Wayne Kawarabayashi

    Wayne Kawarabayashi

    Partner, Chief Operating OfficerCRD 3149707

Contacts

3 of 16
  • Edward Smith

    Edward Smith

    President and Co-FounderCRD 2085236

  • William Mcclelland

    William Mcclelland

    ChairmanCRD 815173

  • Michael Meyer

    Michael Meyer

    Head of Capital MarketsCRD 2021325

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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