UNION SQUARE GLOBAL WEALTH MANAGEMENT
San Francisco, United States · CRD 111776
SEC-registered investment adviser since 1998 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$361.2m
- Main clients (by assets)Private funds 67%, High net worth individuals 31%, Charities 1%
- Private funds2 · $243.0m gross assets
- Websiteusqglobalwealth.com
- Form ADV · 2026-03-09SEC adviser record
- Others nearbySan Francisco, CA
As an employer
- Staff (Form ADV)7 · 5 in investment roles
- Offices in1 country
- Private fundsother private 2