UNION CAPITAL ASSOCIATES, L.P.

485 West Putnam Avenue
Greenwich, Connecticut 06830-6060
Tel: (203) 580-5740

About UNION CAPITAL ASSOCIATES, L.P.

UNION CAPITAL ASSOCIATES, LP, formally registered with the SEC as UNION CAPITAL ASSOCIATES, LP. The firm was established in 10/06/2016. They have over 2 offices throughout the country.

UNION CAPITAL ASSOCIATES, L.P. is a Greenwich, Connecticut based Financial Planning firm with nearly $996,951,581 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285154
SEC#	801-108426
Assets Managed by Firm	$996,951,581
No. of Clients	3
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$996,951,581

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