| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Golden Bay Investment Fund, LLC | Other Private | $239.7M | — |
| Golden Bay Investment Fund II, LLC | Other Private | $2.5M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Hamilton Schilling Control | Director/Chairman | Over 75% | 2013 |
| Alexander Hamilton Schilling Control | President, Ceo | Over 75% | 2018 |
| John Michael Olson Control | Coo, Cco | Under 5% | 2020 |
Union Square Investment Co reports $357.1 million in regulatory assets under management on its Form ADV.
Union Square Investment Co manages 2 private funds with combined gross assets of $242.2 million.
Union Square Investment Co reports 7 employees.
Union Square Investment Co is based in San Francisco, CA and has been SEC-registered since 1998.
Union Square Investment Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 360 Post Street, Suite 900, San Francisco, CA 94108 |
| Phone | 415-392-9228 |
| Fax | 415-392-1928 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $353.6M |
| Non-discretionary | $3.4M |
| Total (RAUM) | $357.1M |