UNIONROCK PARTNERS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 314382
- Registered since
- April 9, 2021
Firm profile
FINTRXOverview
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
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 1Jackie Haney
CEO and Managing PartnerCRD 6762882
Contacts
2 of 2Richard Robba
Vice President, PartnerCRD 6711348
Ahna Mee
Managing PartnerCRD 6763246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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