Union Street Partners LLC

Overview

Union Street Partners LLC is an SEC-registered institutional registered investment adviser that appears to operate primarily as a portfolio manager to investment companies. The firm is organized as an LLC and has been SEC-registered since 2011. Its client focus is institutional, it charges fees as a percentage of assets under management, and it does not identify as a capital allocator or an active ESG investor. Regulatory inputs indicate the firm is not a multi-state adviser, not a pension consultant, and is not listed as a related adviser to another firm. Industry affiliations include roles as a broker-dealer and as another investment adviser, suggesting the firm has multiple business lines or relationships beyond strictly providing investment advice.

Assets & Accounts

Investments & Alternatives