Key facts
- UNION SQUARE GLOBAL WEALTH MANAGEMENT is a other based in SAN FRANCISCO, CA.
Registered with the SEC
Form ADV · 2026-03 · CRD 111776- Regulatory AUM
- —
- Private fund assets
- $243.0M
- Private funds
- 2 · 2 other
- Staff
- 7
- Registered office
- SAN FRANCISCO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as UNION SQUARE INVESTMENT CO).
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Portfolio
Portfolio — not yet on record
No portfolio companies for UNION SQUARE GLOBAL WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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