UNION POINT ADVISORS, LLC
CRD #168112 SEC #801-78234 SAN MATEO, CA 650-425-6033
SEC Registered Private Funds
Total AUM
$423.9M
Discretionary
$423.9M
Employees
12
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $423.9M | $423.9M | $0 | 12 | 1 |
| Apr 2014 | $195.3M | $195.3M | $0 | 13 | 1 |
| Mar 2014 | $138M | $138M | $0 | 13 | 1 |
| Mar 2014 | $138M | $138M | $0 | 13 | 1 |
| Oct 2013 | $115.5M | $115.5M | $0 | 14 | 0 |
| Jul 2013 | $0 | $0 | $0 | 13 | 0 |
| Jun 2013 | $0 | $0 | $0 | 13 | 0 |
DateMar 2015
Total AUM$423.9M
Discretionary$423.9M
Non-Disc.$0
Employees12
Clients1
DateApr 2014
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees13
Clients1
DateMar 2014
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees13
Clients1
DateMar 2014
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees13
Clients1
DateOct 2013
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees14
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0