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| Happy Holidays!! thanks for using AUM13F!! |
| Union Capital Associates LP
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| CRD # | 285154 |
| SEC # | 801-108426 |
| CIK # | |
| AUM | $694.5 M (2025-03-28) |
| Employees | 24 (92% Investors, 0% Brokers) |
| Phone | 203-580-5740 |
| Address | 485 West Putnam Avenue Greenwich, CT 06830-6060 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Union Capital Equity Partners III-A LP | 2022-03-31 | 106.5 | |
| PE | Union Capital Equity Partners III LP | [2022-03-31] | 260.5 | 291.3 |
| PE | Union Capital Equity Partners II LP | [2016-12-23] | 200.0 | 296.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 694.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 694.5 |
| By Discretionary | ||
| Discretionary | 3 | 694.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 694.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 694.5 | |
| Total | 3 | 694.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jay Landauer | 10 | ||
| Reis Alfond | 10 | ||
| William Ogden | 7 | ||
| Union Capital Equity Partners II GP LP | 2 | ||
| Union Capital Equity Partners III GP LP | 2 | ||
| James Marlas | 1 | ||
| Union Capital Equity Partners II GP LLC | 1 | ||
| Union Capital Equity Partners III GP LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grey Rock Management Partners IV LLC
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|
TX | 0.7 |
|
Falconpoint Capital Partners LLC
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NY | 0.7 |
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Connelly Capital Management LLC
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PR | 0.7 |
|
Snowhawk LP
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NY | 0.7 |
|
Sturbridge Capital LLC
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MI | 0.7 |
|
Long ARC Capital LP
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NY | 0.7 |
|
Speyside Equity Advisers LLC
✚
|
MI | 0.7 |
|
Integrity Growth Partners LP
✚
|
CA | 0.7 |
|
White Wolf Capital Advisors LLC
✚
|
FL | 0.7 |
|
Periscope Equity LLC
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|
IL | 0.7 |