Union Street Partners LLC (Alexandria)

Name: Union Street Partners LLC
Address: 1421 Prince Street, Alexandria, VA, 22314
Telephone: 703-684-9222

Union Street Partners LLC is an investment adviser to an investment company based in Alexandria. It manages $29.17 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Virginia.

Union Street Partners provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Union Street Partners: assets under management

The assets under management (AUM) of Union Street Partners LLC is $29.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2817% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.17 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Union Street Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Union Street Partners serves?

The only and largest group of clients of Union Street Partners is investment companies with 1 clients and $29.17 million of assets under management. Among the 1 most similar advisory firms, Union Street Partners has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $29.17 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Union Street Partners doesn't advise any private funds.

Careers at Union Street Partners LLC

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Shawn Patrick Mclaughlin	Managing member and ceo	1 Dec 2010	50% - 75%	1232710
Bernard Francis Mcginn	Elected manager and chief investment officer	1 Dec 2010	50% - 75%	1062218
Alicia Hiler Broehl	Chief compliance officer	1 Dec 2010	Other	4335090

Based in Alexandria

The principal office where Union Street Partners LLC performs its advisory services is located at 1421 Prince Street, Alexandria, VA 22314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-684-9222 or by fax 703-684-9224. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at unionstreetvaluefund.com/.