UNIONROCK PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
314382
Registered since
April 9, 2021

Firm profile

FINTRX

Overview

Unionrock Partners, LLC is an SEC-registered limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm registered with the SEC in 2021 and is organized with an individual owner structure. Regulatory disclosures classify the firm as unclassified and indicate it is not a multi-state adviser, not an active ESG investor, and not identified as a capital allocator. Its stated activity centers on managing private pooled vehicles rather than delivering retail advisory services.

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
  • Jackie Haney

    CEO and Managing PartnerCRD 6762882

Contacts

2 of 2
  • Richard Robba

    Vice President, PartnerCRD 6711348

  • Ahna Mee

    Managing PartnerCRD 6763246

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1999 Broadway
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth