Union Capital Associates, L.P.
- Regulatory AUM
- $722M
- Discretionary
- $722M
- Clients
- 5
- Avg AUM / client
- $144M
- Accounts
- 5
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $722M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $997M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Union Capital Equity Partners Ii, Lp | Private Equity Fund | Delaware | $633M | 36 |
| Union Capital Equity Partners Iii, Lp | Private Equity Fund | Delaware | $267M | 25 |
| Union Capital Equity Partners Iii A, Lp | Private Equity Fund | Delaware | $97.1M | 20 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alfond, Reis, Loring | Partner | Apr 2016 (10y) | 25% – 50% | |
| Delaplane, Kevin, Gerard | Cco And Coo | Apr 2016 (10y) | Less than 5% | |
| Landauer, Jay, Fredrick | Partner | Apr 2016 (10y) | 25% – 50% | |
| Ogden, William, Sterling | Partner | Apr 2016 (10y) | 25% – 50% | |
| Shultz, Michael, Joseph | Vice President Finance | Sep 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Union Capital Associates Gp, Llc | General Partner | Apr 2016 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $997M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Union Capital Equity Partners Ii, Lp | Private Equity Fund | $633M | $250K | 36 |
| Union Capital Equity Partners Iii, Lp | Private Equity Fund | $267M | $250K | 25 |
| Union Capital Equity Partners Iii A, Lp | Private Equity Fund | $97.1M | $250K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.95 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗