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Building 2UNION POINT ADVISORS, LLC

Map pinSAN MATEO, CA
Phone650-425-6033
NotebookSEC #801-78234
Total AUM
$423.9M
Employees
12
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 BOVET ROAD
SUITE 500
SAN MATEO
CA 94402
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
650-425-6033

ReceiptFinancials

Total AUM
$423.9M
Accounts
10
Discretionary
$423.9M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
INCENTIVE BASED COMPENSATION

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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