Union Point Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
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 ($M)
4503602701809002009201420192025
Type Form D Funds Date Sold AUM
HF Union Point Opportunities Institutional Fund Ltd [2015-03-27] 17.0 M 22.3 M
HF Union Point Opportunities Master Fund LP [2013-06-17] 18.1 M 191.4 M
AUM Breakdown Accounts AUM ($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 Role # Filings # Firms 2011 - 2026
Gregory Bennett 131 30
Michael McDonald 122 30
William Bindeman 17 3
Christopher Aristides 7 3
Kenn Tarantino 3 2
Samuel Farsad 3 2
Union Point Opportunities Fund General Partner LP 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001591799]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional
Fund TypesHedge Fund
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com