Union Capital Associates, L.P is a financial advisor company based in Greenwich, Connecticut. Fee types billed by the firm can include any blend of the following fee types: asset-based or performance-based. $82,556 / yr. The firm was founded in 1968 and is based in Greenwich, Connecticut.
commissions, while fee-based advisors may. Be the first to find this review helpful. an Adviser or provide advice regarding specific investments. NEW YORK, NY, September 20, 2022 Union Capital Associates (together with its affiliates, Union Capital), a lower middle-market private investment firm, today announced the closing of its most recent fund, Union Capital Equity Partners III, L.P. (the Fund or Fund III). In addition to Fund III, Monument Group advised Union Capital on raising Union Capital Equity Partners II, LP, closing at its hard cap of $200 million. Sales salaries - 1 salaries reported. You are viewing a preview of this profile. Fixed fees usually range from $1,000 to $3,000. Submitted Need to find a different location? Contact Email cspencer@ucacorp.net. About Union Capital Partners. site you are consenting to these choices. We believe the success of this capital raise is testament to the strength of our team, the soundness of our investing approach, and our track record of delivering meaningful results for our investors, said Bill Ogden, Managing Partner, Union Capital. Pick & choose what you need.
Union Capital - Overview, News & Competitors | ZoomInfo.com 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. This organization has been operating for approximately 5 years. User does not have to select a country if they click this link. Their latest acquisition was Rudy's Tortillas on January 14, 2016. in the aforementioned profile. Monument Group, Inc., is a member of the Financial Industry Regulatory Authority (FINRA); Monument Group Europe LLP is authorized and regulated by the U.K. Financial Conduct Authority; Monument Group, L.P. is licensed as a Type II Financial Instruments Dealer in Japan; Monument Group (HK) Limited is licensed to conduct Type 1 regulated activities in Hong Kong. Union Capital Associates, L.P. provides investment advisory services. For more information on Union Capital Associates, visit www.unioncapitalassociates.com. We've been investing in founder-led, family-owned businesses in the lower-middle market since 1968. When we invest, we pair companies with one of our seasoned operating executives. About Union Capital Associates, LP.
Union Capital Associates - Funding, Financials, Valuation & Investors Strategy. Edit Lists Featuring This Company Section, University of Chicago Alumni Founded Companies, Private Equity Stage Investors Private Equity Firms.
Union Capital Associates - Massinvestor Venture Capital and Private For almost 25 years, we have focused on thorough risk management, common-sense compliance, and our strong record with zero regulatory disclosures. Union Capital Associates has 1 service provider relationship. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. Founders James C. Marlas.
Managing Partner - Union Capital Associates, LP - LinkedIn Union Capital Associates is located in Austin, Texas. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. File a Complaint. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. calculated in a number of ways but most commonly is charged as a percentage of investment profits. who has at least $750,000 under management.
Union Capital Associates, LP Union Capital Associates Salaries - Glassdoor SmartAsset did not receive compensation for including any of the firms or advisors About Union Capital Associates. Since 1968, the Union Capital team has built a reputation for successfully working with management teams to assist them in implementing operational changes that enhance the capabilities of founder-owned companies. In lower middle-market businesses, Union Capital employs a 'ferryboat concept' of developing smaller companies (companies of $3 million to $20 million of EBITDA) into attractive acquisition targets for larger buyout groups and strategic buyers. $90,685 / yr. The content in this profile was updated by SmartAsset on 4/16/2023. Open Date.
Union Capital Equity Partners III - PitchBook View contacts for Union Capital Associates to access new leads and connect with decision-makers. our sites and services. Based out of Greenwich, Connecticut, Union Capital Associates, LP is a full-service investment management and financial-planning firm serving private investors, corporations, and institutions worldwide. These clients represent a broad variety of investment strategies including buyouts, growth equity, venture capital, private debt, infrastructure, real estate and natural resources. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. This communication is strictly intended for individuals residing in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New Mexico, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia, and Wyoming No offers may be made or accepted from any resident outside the specific states referenced. useful if you want to learn about investing or financial management on your own. Account aggregation, advanced reporting, customizable statements, paperless workflow, and mobile freedom. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. to work with a remote advisor). FSA Licensed Institutions, Monument Group Netherlands B.V. is a limited liability company (besloten vennootschap met beperkte aansprakelijkheid) registered in the Netherlands under registration number 86043749 and is regulated by the Netherlands Authority for the Financial Markets (AFM). BBB Business Profiles may not be reproduced for sales or promotional purposes. First Star Ventures, Golden Ventures, Panache Ventures, Union Capital Associates, and Version One Ventures. We detect that you are visiting from Romania. SFC Register. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee. This is the Union Capital Associates company profile. We have been . which SmartAsset is compensated for lead referrals. BBB encourages you to contact the following agency or agencies to confirm this information: -, This site is protected by reCAPTCHA and the Google. The typical advisor at Union Capital Associates, L.P manages fewer than one client account, placing it among the most personalized firms in the country. SEC / JURISDICTION. UNION CAPITAL ASSOCIATES, L.P. ( CRD # 285154/SEC#:801-108426 ) UNION CAPITAL ASSOCIATES, L.P. View latest Form ADV filed Part 2 Brochures. FINRA Broker Check. Markets change fast, but our approachbased on trust and deep operational expertisehas worked time and again. Compare against similar firms. Union Capital invested in Phoenix for its future growth prospects, particularly in the composite elevated water tank .
Union Capital Associates, LP Equity-Backed Albie's Food Products Growing business while maintaining a lean, nimble culture. Select Accept to consent or Reject to decline non-essential cookies for this use. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you The Company offers portfolio management, financial planning, and trading services. Find one of the 21% of firms that offer this fee type, Find one of the 1% of firms that offer this fee type, Find one of the 0% of firms that offer this fee type, Find one of the 32% of firms that offer this fee type, Find one of the 10% of firms that offer this fee type. Showing 5 of 13 known decision makers at Union Capital Associates, Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers, Showing 2 of 2 private capital fund managed by Union Capital Associates. SmartAsset does not Investment Stage Private Equity. from 0.50%-2.00% of AUM annually. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
Mouvaux, Nord, Hauts-de-France, France - DB-City 59420 MOUVAUX. None of its accounts are from outside of the U.S. * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone We serve financial advisors from all over the United States of America. Partner at Union Capital Associates, LP Greenwich, CT. Erik Davis Senior Associate at Union Capital Associates, LP Jersey City, NJ. Since 1968, the Union Capital team has built a reputation for successfully working with management teams to assist them in implementing operational changes that enhance the . Fund III received strong support from a globally diverse group of investors including endowments, foundations, pension funds, financial institutions and family offices. Union Capital has a long history of successfully partnering with business owners, entrepreneurs and management teams. You can view more information on Union Capital Associates including private fund info, contact info, top management and executives, website, email addresses, and more below: Union Capital Associates, L.P. is a private equity firm that focuses on control investments in undermanaged, family/founder-owned lower middle-market companies with revenues of around $20 million to $200 million in Target Industries such as food manufacturing, business process outsourcing, franchise restaurants, and specialty manufacturing. Union Capital Associates serves clients in the United States. A financial advisor's fees largely depend on which services the firm provides the client. Click here to find your advisor matches today. Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. The firm have been investing in founder-led and family-owned businesses since the firms founding in 1968. BBB reports on known marketplace practices. Union Capital Associates provides financing for businesses in the areas of equipment, vehicles, working . Founded in 1968, Union Capital Corporation and its affiliates have in excess of $300MM in capital available for new transactions. Union Capital Company is a full-service investment management and financial-planning firm serving private investors, corporations, and institutions worldwide. Hosted by high-profile journalist Emily Chang, The Circuit is a fast-paced, dynamic series that lives at the intersection of culture, tech, entertainment, and business.
CBF INVEST Company Profile - Dun & Bradstreet rather than a long-term advisor. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry. Union Capital has a long history of successfully partnering with business owners, entrepreneurs and management teams. How BBB Processes Complaints and Reviews. Portfolio. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Related Topics
Union Capital Associates, L.P. (Greenwich) | Adviser Rankings - wallmine with the advisor or firm mentioned in this profile. It is a very well-run company with fantastic support and work/life balance. Nothing more. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, in to help match you with great personal financial advisors. Main office: 6407 E. Grant Road, Tucson, Arizona 85715; 520-664-2001. The company has a small team, including 19 financial advisors. Also referred to as an asset-based fee, this fee typically ranges BBB Business Profiles are subject to change at any time. Union Capital Associates, L.P provides services to pooled investment vehicles. (which will reduce returns). Discretionary management means that a portfolio manager makes transaction decisions without requiring client consent. Copyright 2020. View Data as Table.
Working at Union Capital Associates | Glassdoor Find company research, competitor information, contact details & financial data for Union Capital Associates, LLC of Fountain Valley, CA. This fee may be Job Title. which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Associate salaries - 1 salaries reported. The oversubscribed Fund closed at its hard cap of $309 million. AFM Register, Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC), Netherlands Authority for the Financial Markets (AFM). Union Capital is a private equity firm that specializes in making investments in family-owned businesses between $20 million and $200 million in revenues. Click here to find your advisor matches today. Contact Information. Founded in 1968, the firm prefers to invest in companies operating in specialty manufacturing, business .
Union Capital Associates - Crunchbase Company Profile & Funding loss of principal. Fund III received strong support from a globally diverse group of investors including endowments, foundations, pension funds, financial institutions and family offices. BBB confirmed that Union Capital Associates had not obtained a necessary license from CA Department of Financial Protection & Innovation. This approach helps us address everyones needs and helps us apply lessons weve learned along the way. When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. Need to file a complaint? Request a demofor full access to this profile. amount of assets you have under management. Founded Date 2011. 0000-00-00. France. Union Capital is a private equity firm that specializes in making investments in family-owned . About us. This fee, which is the most common fee type charged by advisors for portfolio management, is based on the You can update your choices at any time in your settings. Money Raised . Please begin by refreshing the page to see if your location populates the Near field.
Union Capital Associates Closes on $309 Million Fund III - Monument Financial Services. Union Capital Associates is a private equity investment firm that makes investments in lower middle-market businesses to support growth initiatives, owner wealth diversification, management succession, and balance sheet solutions. Securities and advisory services offered through Union Capital Company, member FINRA/SIPC/MSRB. Union Capital Associates is a private equity company based in Greenwich, CT. This website uses cookies to improve your experience. If your browser doesn't ask your location and your city still doesn't appear, try these steps: Please enter something you would like to search for.
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