|
⚲
|
| Union Street Partners LLC
✚
| |
|---|---|
| CRD # | 156148 |
| SEC # | 801-72120 |
| CIK # | |
| AUM | $74.9 MM (2024-02-29) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 703-684-9222 |
| Address | 1421 Prince Street Alexandria, VA 22314 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 74.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 74.9 |
| By Discretionary | ||
| Discretionary | 1 | 74.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 74.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 74.9 | |
| Total | 1 | 74.9 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.4 |
|
Union Street Partners LLC
✚
|
VA | 0.1 |
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|---|---|---|
|
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|
NY | 0.1 |
|
Ridgeline Research LLC
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|
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|
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|
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|
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|
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|
IL | 0.1 |
|
ATW SPAC Management LLC
✚
|
NY | 0.1 |
|
Highland Consulting Associates International Inc
✚
|
OH | 0.1 |
|
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✚
|
TX | 0.1 |
|
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✚
|
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