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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARISTIDES, CHRISTOPHER, GEORGE | I | CHIEF INVESTMENT OFFICER OF UNION POINT ADVISORS, LLC ("UPA") | NA | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | CHIEF INVESTMENT OFFICER OF UNION POINT ADVISORS, LLC ("UPA") | NA | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | CHIEF INVESTMENT OFFICER OF UNION POINT ADVISORS, LLC ("UPA") | NA | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | CHIEF INVESTMENT OFFICER OF UNION POINT ADVISORS, LLC ("UPA") | NA | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | CHIEF INVESTMENT OFFICER OF UNION POINT ADVISORS, LLC ("UPA") | NA | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | CHIEF INVESTMENT OFFICER OF UNION POINT ADVISORS, LLC ("UPA") | NA | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | CHIEF INVESTMENT OFFICER OF UNION POINT ADVISORS, LLC ("UPA") | NA | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | CHIEF INVESTMENT OFFICER OF UNION POINT ADVISORS, LLC ("UPA") | NA | Control |
| BINDEMAN, WILLIAM, HARLAN | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF UPA | NA | Control |
| BINDEMAN, WILLIAM, HARLAN | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF UPA | NA | Control |
| BINDEMAN, WILLIAM, HARLAN | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF UPA | NA | Control |
| BINDEMAN, WILLIAM, HARLAN | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF UPA | NA | Control |
| BINDEMAN, WILLIAM, HARLAN | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF UPA | NA | Control |
| BINDEMAN, WILLIAM, HARLAN | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF UPA | NA | Control |
| BINDEMAN, WILLIAM, HARLAN | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF UPA | NA | Control |
| BINDEMAN, WILLIAM, HARLAN | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER OF UPA | NA | Control |
| FARSAD, SAMUEL | I | DIRECTOR OF TECHNOLOGY OF UPA | NA | Control |
| FARSAD, SAMUEL | I | DIRECTOR OF TECHNOLOGY OF UPA | NA | Control |
| FARSAD, SAMUEL | I | DIRECTOR OF TECHNOLOGY OF UPA | NA | Control |
| FARSAD, SAMUEL | I | DIRECTOR OF TECHNOLOGY OF UPA | NA | Control |
| FARSAD, SAMUEL | I | DIRECTOR OF TECHNOLOGY OF UPA | NA | Control |
| FARSAD, SAMUEL | I | DIRECTOR OF TECHNOLOGY OF UPA | NA | Control |
| FARSAD, SAMUEL | I | DIRECTOR OF TECHNOLOGY OF UPA | NA | Control |
| FARSAD, SAMUEL | I | DIRECTOR OF TECHNOLOGY OF UPA | NA | Control |
| GREENFIELD, JASON, NOAH | I | TRADER | NA | Control |
| GREENFIELD, JASON, NOAH | I | TRADER | NA | Control |
| GREENFIELD, JASON, NOAH | I | TRADER | NA | Control |
| GREENFIELD, JASON, NOAH | I | TRADER | NA | Control |
| GREENFIELD, JASON, NOAH | I | TRADER | NA | Control |
| GREENFIELD, JASON, NOAH | I | TRADER | NA | Control |
| TARANTINO, KENN, RICHARD | I | DIRECTOR OF RESEARCH OF UPA | NA | Control |
| TARANTINO, KENN, RICHARD | I | DIRECTOR OF RESEARCH OF UPA | NA | Control |
| TARANTINO, KENN, RICHARD | I | DIRECTOR OF RESEARCH OF UPA | NA | Control |
| TARANTINO, KENN, RICHARD | I | DIRECTOR OF RESEARCH OF UPA | NA | Control |
| TARANTINO, KENN, RICHARD | I | DIRECTOR OF RESEARCH OF UPA | NA | Control |
| TARANTINO, KENN, RICHARD | I | DIRECTOR OF RESEARCH OF UPA | NA | Control |
| TARANTINO, KENN, RICHARD | I | DIRECTOR OF RESEARCH OF UPA | NA | Control |
| UNION POINT HOLDINGS, L.P. | DE | MANAGING MEMBER OF UPA | E | Control |
| UNION POINT HOLDINGS, L.P. | DE | MANAGING MEMBER OF UPA | E | Control |
| UNION POINT HOLDINGS, L.P. | DE | MANAGING MEMBER OF UPA | E | Control |
| UNION POINT HOLDINGS, L.P. | DE | MANAGING MEMBER OF UPA | E | Control |
| UNION POINT HOLDINGS, L.P. | DE | MANAGING MEMBER OF UPA | E | Control |
| UNION POINT HOLDINGS, L.P. | DE | MANAGING MEMBER OF UPA | E | Control |
| UNION POINT HOLDINGS, L.P. | DE | MANAGING MEMBER OF UPA | E | Control |
| UNION POINT HOLDINGS, L.P. | DE | MANAGING MEMBER OF UPA | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| UNION POINT HOLDINGS GENERAL PARTNER, LLC | DE | UNION POINT HOLDINGS, L.P. | F | Control |
| UNION POINT HOLDINGS GENERAL PARTNER, LLC | DE | UNION POINT HOLDINGS, L.P. | F | Control |
| UNION POINT HOLDINGS GENERAL PARTNER, LLC | DE | UNION POINT HOLDINGS, L.P. | F | Control |
| UNION POINT HOLDINGS GENERAL PARTNER, LLC | DE | UNION POINT HOLDINGS, L.P. | F | Control |
| UNION POINT HOLDINGS GENERAL PARTNER, LLC | DE | UNION POINT HOLDINGS, L.P. | F | Control |
| UNION POINT HOLDINGS GENERAL PARTNER, LLC | DE | UNION POINT HOLDINGS, L.P. | F | Control |
| UNION POINT HOLDINGS GENERAL PARTNER, LLC | DE | UNION POINT HOLDINGS, L.P. | F | Control |
| UNION POINT HOLDINGS GENERAL PARTNER, LLC | DE | UNION POINT HOLDINGS, L.P. | F | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS, L.P. | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS GENERAL PARTNER, LLC | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS, L.P. | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS GENERAL PARTNER, LLC | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS, L.P. | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS GENERAL PARTNER, LLC | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS, L.P. | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS GENERAL PARTNER, LLC | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS, L.P. | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS GENERAL PARTNER, LLC | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS, L.P. | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS GENERAL PARTNER, LLC | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS, L.P. | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS GENERAL PARTNER, LLC | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS, L.P. | C | Control |
| ARISTIDES, CHRISTOPHER, GEORGE | I | UNION POINT HOLDINGS GENERAL PARTNER, LLC | C | Control |
Registrations
Federal
IA
Mar 27, 2015 REGISTERED
Notice Filings (1)
CA
Address
155 BOVET ROADSUITE 500
SAN MATEO, CA 94402
United States
Phone: 650-425-6033