UNION SQUARE CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- KENNETT SQUARE, Pennsylvania
- CRD number
- 288708
- Registered since
- September 14, 2017
- Website
- www.usq.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Union Square Capital Partners, LLC is a limited liability company that acts as an SEC-registered investment adviser (registration effective 2017) serving institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and it charges fees as a percentage of assets under management. It is organized as a domestic entity with individual ownership, is not positioned as a capital allocator, and does not describe itself as an active ESG investor. The firm also indicates affiliations in several industry roles, including broker-dealer, other investment adviser, registered municipal advisor, and CPO/CTA.
Assets & Accounts
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
2 of 2MARY ZIEGLER
Chief Legal and Compliance OfficerCRD 6084677
GEORGE DOWNING
Chief Operating OfficerCRD 5980729
Contacts
2 of 2MATTHEW HENRY
Managing PartnerCRD 6821720
THOMAS MILLER
Director, Investment ResearchCRD 5639215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KENNETT SQUARE, PA
CHESTER
Location
KENNETT SQUARE, PA
Headquartered in KENNETT SQUARE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 235 Whitehorse Ln
- Time zone
- ET (UTC-5)
- Office locations
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