Union Point Advisors LLC

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Assets, Funds, Holdings

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Union Point Advisors LLC
CRD #168112
SEC #801-78234
CIK #0001591799
AUM
Employees 12 (100% Investors, 0% Brokers)
Phone650-425-6033
Address155 Bovet Road
San Mateo, CA 94402
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4503602701809002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Union Point Opportunities Institutional Fund Ltd [2015-03-27] 17.0 22.3
HF Union Point Opportunities Master Fund LP [2013-06-17] 50.0 191.4
AUM Breakdown Accounts AUM ($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 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 10 423.9
By Discretionary
Discretionary 10 423.9
Non-Discretionary 0 0.0
Total 10 423.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 423.9
Total 10 423.9
Form D Directors # Filings # Firms 2011 - 2025
Gregory Bennett 125
Michael McDonald 116
William Bindeman 17
Christopher Aristides 7
Kenn Tarantino 3
Samuel Farsad 3
Union Point Opportunities Fund General Partner LP 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001591799]
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