UNION SQUARE CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$189M
Discretionary
$189M
100% of AUM
Avg account
$189M
Accounts
1
Employees
2
Advisory reps
4

Firm details

Headquarters
KENNETT SQUARE, Pennsylvania
CRD number
288708
Registered since
September 14, 2017
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

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

2 of 2
  • MARY ZIEGLER

    Chief Legal and Compliance OfficerCRD 6084677

  • GEORGE DOWNING

    Chief Operating OfficerCRD 5980729

Contacts

2 of 2
  • MATTHEW HENRY

    Managing PartnerCRD 6821720

  • THOMAS MILLER

    Director, Investment ResearchCRD 5639215

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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth