Union Square Advisors LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 141254
- Registered since
- January 9, 2007
- Website
- www.usadvisors.com
Firm profile
FINTRXOverview
Union Square Advisors LLC is organized as a limited liability company and has been registered with the SEC since 2007. FINTRX classifies the firm as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, and it does not report itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide further detail on the firm's advisory or business activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Wayne Kawarabayashi
Partner, Chief Operating OfficerCRD 3149707
Contacts
3 of 21
Matthias Matsui
Investment Banking AssociateCRD 7412794
Jonathan Shalowitz
Managing DirectorCRD 7318987
Rustin Jaberi
PresidentCRD 7768507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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