Union Square Capital Partners, Llc
- Regulatory AUM
- $189M
- Discretionary
- $189M
- Clients
- 1
- Avg AUM / client
- $189M
- Accounts
- 1
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $189M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Downing, George, Keith | Chief Operating Officer | May 2017 (9y) | Less than 5% | |
| Henry, Matthew, Paul | Managing Principal | May 2017 (9y) | Less than 5% | |
| Ziegler, Mary, Kelly | Chief Compliance Officer | Mar 2018 (8y) | Less than 5% | |
| Thomas Edwin Miller | Chief Executive Officer | CFA | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Usq Holding Company, Llc | Member | Oct 2016 | A | 75% or more |
| Chatham Financial Corp. | Member | Oct 2016 | B | ≈ 56.25% – 100% via Usq Holding Company, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chatham Financial Corp.: 75% – 100% of Usq Holding Company, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 1.21 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have 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: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗