UNION SQUARE INVESTMENT CO
Legal name: UNION SQUARE GLOBAL WEALTH MANAGEMENT
CRD #111776 SEC #801-55304 SAN FRANCISCO, CA 415-392-9228
SEC Registered Private Funds
Total AUM
$357.1M
Discretionary
$353.6M
Employees
7
Clients
--
Accounts
26
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $357.1M | $353.6M | $3.4M | 7 | 0 |
| Mar 2024 | $354.7M | $351.2M | $3.5M | 7 | 0 |
| Mar 2023 | $373.7M | $370.2M | $3.6M | 8 | 0 |
| Mar 2022 | $403.5M | $398.3M | $5.2M | 7 | 0 |
| Mar 2021 | $301.4M | $296.2M | $5.2M | 8 | 0 |
| Jun 2020 | $301.1M | $291.8M | $9.3M | 10 | 0 |
| Jun 2020 | $301.1M | $291.8M | $9.3M | 10 | 0 |
| Apr 2020 | $301.1M | $291.8M | $9.3M | 10 | 0 |
| Feb 2020 | $301.1M | $291.8M | $9.3M | 10 | 0 |
| Feb 2019 | $286.3M | $277.1M | $9.2M | 10 | 0 |
| Apr 2018 | $266.1M | $256.8M | $9.3M | 10 | 0 |
| Feb 2018 | $266.1M | $256.8M | $9.3M | 10 | 0 |
| Jul 2017 | $208.3M | $199M | $9.3M | 10 | 11 |
| Apr 2017 | $208.3M | $199M | $9.3M | 10 | 11 |
| Mar 2017 | $208.3M | $199M | $9.3M | 10 | 11 |
| Mar 2016 | $258.1M | $249.6M | $8.5M | 10 | 1 |
| Dec 2015 | $245.2M | $235.4M | $9.7M | 9 | 1 |
| Mar 2015 | $245.2M | $235.4M | $9.7M | 9 | 1 |
| Oct 2014 | $204.8M | $195.1M | $9.7M | 8 | 1 |
| Mar 2014 | $204.8M | $195.1M | $9.7M | 8 | 1 |
| Jul 2013 | $180.1M | $173.9M | $6.3M | 10 | 1 |
| Mar 2013 | $180.1M | $173.9M | $6.3M | 10 | 1 |
| Mar 2012 | $181.9M | $173.4M | $8.5M | 6 | 1 |
| Mar 2011 | $169.3M | $136.3M | $32.9M | 10 | -- |
| Jan 2011 | $133.1M | $133.1M | $0 | 10 | -- |
| Jul 2010 | $97.6M | $97.6M | $0 | 10 | -- |
| Mar 2009 | $80.2M | $80.2M | $0 | 10 | -- |
| Mar 2008 | $81.6M | $81.6M | $0 | -- | -- |
| Mar 2007 | $46.6M | $46.6M | $0 | -- | -- |
| Mar 2006 | $42.9M | $42.9M | $0 | 10 | -- |
| Sep 2005 | $46.6M | $46.6M | $0 | 10 | -- |
| Mar 2004 | $50M | $50M | $0 | -- | -- |
| Mar 2002 | $248.6M | $58.5M | $190M | -- | -- |
DateMar 2025
Total AUM$357.1M
Discretionary$353.6M
Non-Disc.$3.4M
Employees7
Clients0
DateMar 2024
Total AUM$354.7M
Discretionary$351.2M
Non-Disc.$3.5M
Employees7
Clients0
DateMar 2023
Total AUM$373.7M
Discretionary$370.2M
Non-Disc.$3.6M
Employees8
Clients0
DateMar 2022
Total AUM$403.5M
Discretionary$398.3M
Non-Disc.$5.2M
Employees7
Clients0
DateMar 2021
Total AUM$301.4M
Discretionary$296.2M
Non-Disc.$5.2M
Employees8
Clients0
DateJun 2020
Total AUM$301.1M
Discretionary$291.8M
Non-Disc.$9.3M
Employees10
Clients0
DateJun 2020
Total AUM$301.1M
Discretionary$291.8M
Non-Disc.$9.3M
Employees10
Clients0
DateApr 2020
Total AUM$301.1M
Discretionary$291.8M
Non-Disc.$9.3M
Employees10
Clients0
DateFeb 2020
Total AUM$301.1M
Discretionary$291.8M
Non-Disc.$9.3M
Employees10
Clients0
DateFeb 2019
Total AUM$286.3M
Discretionary$277.1M
Non-Disc.$9.2M
Employees10
Clients0
DateApr 2018
Total AUM$266.1M
Discretionary$256.8M
Non-Disc.$9.3M
Employees10
Clients0
DateFeb 2018
Total AUM$266.1M
Discretionary$256.8M
Non-Disc.$9.3M
Employees10
Clients0
DateJul 2017
Total AUM$208.3M
Discretionary$199M
Non-Disc.$9.3M
Employees10
Clients11
DateApr 2017
Total AUM$208.3M
Discretionary$199M
Non-Disc.$9.3M
Employees10
Clients11
DateMar 2017
Total AUM$208.3M
Discretionary$199M
Non-Disc.$9.3M
Employees10
Clients11
DateMar 2016
Total AUM$258.1M
Discretionary$249.6M
Non-Disc.$8.5M
Employees10
Clients1
DateDec 2015
Total AUM$245.2M
Discretionary$235.4M
Non-Disc.$9.7M
Employees9
Clients1
DateMar 2015
Total AUM$245.2M
Discretionary$235.4M
Non-Disc.$9.7M
Employees9
Clients1
DateOct 2014
Total AUM$204.8M
Discretionary$195.1M
Non-Disc.$9.7M
Employees8
Clients1
DateMar 2014
Total AUM$204.8M
Discretionary$195.1M
Non-Disc.$9.7M
Employees8
Clients1
DateJul 2013
Total AUM$180.1M
Discretionary$173.9M
Non-Disc.$6.3M
Employees10
Clients1
DateMar 2013
Total AUM$180.1M
Discretionary$173.9M
Non-Disc.$6.3M
Employees10
Clients1
DateMar 2012
Total AUM$181.9M
Discretionary$173.4M
Non-Disc.$8.5M
Employees6
Clients1
DateMar 2011
Total AUM$169.3M
Discretionary$136.3M
Non-Disc.$32.9M
Employees10
Clients--
DateJan 2011
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$97.6M
Discretionary$97.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$248.6M
Discretionary$58.5M
Non-Disc.$190M
Employees--
Clients--