UNION STREET PARTNERS LLC
CRD #156148 SEC #801-72120 ALEXANDRIA, VA 703-684-9222
SEC Registered
Total AUM
$77.7M
Discretionary
$77.7M
Employees
2
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $77.7M | $77.7M | $0 | 2 | 1 |
| Feb 2024 | $74.9M | $74.9M | $0 | 2 | 1 |
| Jan 2023 | $61.9M | $61.9M | $0 | 2 | 1 |
| May 2022 | $61.7M | $61.7M | $0 | 2 | 1 |
| Mar 2022 | $61.7M | $61.7M | $0 | 2 | 1 |
| Apr 2021 | $35.4M | $35.4M | $0 | 2 | 1 |
| Mar 2021 | $35.4M | $35.4M | $0 | 2 | 1 |
| Feb 2020 | $34.1M | $34.1M | $0 | 6 | 1 |
| Mar 2019 | $29.2M | $29.2M | $0 | 6 | 1 |
| Mar 2018 | $28.4M | $28.4M | $0 | 6 | 1 |
| Mar 2017 | $26.6M | $26.6M | $0 | 6 | 1 |
| Mar 2016 | $19.5M | $19.5M | $0 | 6 | 1 |
| Mar 2015 | $22.7M | $22.7M | $0 | 6 | 1 |
| Mar 2014 | $19.4M | $19.4M | $0 | 6 | 1 |
| Mar 2013 | $13.8M | $13.8M | $0 | 6 | 1 |
| Mar 2012 | $9.4M | $9.4M | $0 | 1 | 1 |
| Jul 2011 | $6M | $6M | $0 | 5 | -- |
| Mar 2011 | $1M | $1M | $0 | 5 | -- |
| Feb 2011 | $1M | $1M | $0 | 5 | -- |
| Jan 2011 | $1M | $1M | $0 | 5 | -- |
| Jan 2011 | $1M | $1M | $0 | 5 | -- |
DateFeb 2025
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees2
Clients1
DateFeb 2024
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees2
Clients1
DateJan 2023
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees2
Clients1
DateMay 2022
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees2
Clients1
DateApr 2021
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees2
Clients1
DateMar 2021
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees2
Clients1
DateFeb 2020
Total AUM$34.1M
Discretionary$34.1M
Non-Disc.$0
Employees6
Clients1
DateMar 2019
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2018
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2017
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2015
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2014
Total AUM$19.4M
Discretionary$19.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2013
Total AUM$13.8M
Discretionary$13.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$9.4M
Discretionary$9.4M
Non-Disc.$0
Employees1
Clients1
DateJul 2011
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--