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| Keyboard |
| Union Capital Company
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|---|---|
| CRD # | 110301 |
| SEC # | 801-121320 |
| CIK # | 0001619290 |
| AUM | 150.0 M (2026-03-30) |
| Employees | 13 (85% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 520-664-2001 |
| Address | 6083 E Grant Rd Tucson, AZ 85712 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 73.0 |
| (b) Individuals (high net worth individuals) | 26 | 77.0 |
| (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 | 0 | 0.0 |
| (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 | 414 | 150.0 |
| By Discretionary | ||
| Discretionary | 14 | 3.0 |
| Non-Discretionary | 400 | 147.0 |
| Total | 414 | 150.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 149.0 | |
| Total | 414 | 150.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001619290] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 378 (1 non-US) |
| Serves | Institutional, Retail |
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