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Building 2UNION GROVE VENTURE PARTNERS

Map pinSUMMIT, NJ
Phone866-491-8550
NotebookSEC #801-79915
Total AUM
$634.9M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 MAPLE ST.
SUITE 106
SUMMIT
NJ 07901
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
866-491-8550
Other Offices
3

ReceiptFinancials

Total AUM
$634.9M
Accounts
11
Discretionary
$333.8M
Accounts
4
Non-Discretionary
$301M
Accounts
7

ContactClients

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Pooled Vehicle Clients
11
AUM
$634.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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