235 Whitehorse Lane
Suite 200
Kennett Square, Pennsylvania 19348
Tel: 484-731-3101
UNION SQUARE CAPITAL PARTNERS, LLC, formally registered with the SEC as UNION SQUARE CAPITAL PARTNERS, LLC. The firm was established in 09/14/2017. They have over 1 offices throughout the country.
UNION SQUARE CAPITAL PARTNERS, LLC is a Kennett Square, Pennsylvania based Financial Planning firm with nearly $224,836,622 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288708 |
| SEC# | 801-111658 |
| Assets Managed by Firm | $224,836,622 |
| No. of Clients | 1 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $224,836,622 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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