Union Capital has a long history of successfully partnering with business owners, entrepreneurs and management teams. Since 1968, the Union Capital team has built a reputation for successfully working with management teams to assist . Securities are defined as exchangable fiscal assets such as equities, options and bonds.Union Capital Associates, L.P administers all of its client assets in a discretionary manner. Union Capital Associates, L.P does not have any disclosures. Click here to find your advisor matches today. The firms Managing Partners have worked together for more than 15 years and are supported by several of the firms former portfolio company CEOs, who provide operations expertise to assist management teams as well as provide deep industry knowledge in the areas of Union Capitals focus: food manufacturing, business process outsourcing, franchised restaurants and specialty manufacturing. As a matter of policy, BBB does not endorse any product, service or business. Nothing more. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns. Union Capital Associates LP | AUM 13F Union Capital Associates has raised a total of $562.5M across 3 funds, their latest being Union Capital Equity Partners III. This is the Union Capital Associates company profile. BBB Business Profiles are subject to change at any time. This organization has been operating for approximately 5 years. Fund Name . The Company offers portfolio management, financial planning, and trading services. Copyright 2020. Union Capital Associates has 2 locations, listed below. Discretionary management means that a portfolio manager makes transaction decisions without requiring client consent. Union Capital Associates - Funding, Financials, Valuation & Investors Union Capital Equity Partners Closes on $200 Million - Monument Group SFC Register. Read More Business Details and See Alerts, International Association of Better Business Bureaus. About us. Investor Type Private Equity Firm. . 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: CBI websites generally use certain cookies to enable better interactions with our sites and services. File a Complaint. First Star Ventures, Golden Ventures, Panache Ventures, Union Capital Associates, and Version One Ventures. The oversubscribed Fund closed at its hard cap of $309 million. Mouvaux, Nord, Hauts-de-France, France - DB-City (which will reduce returns). Home - Union Capital rather than a long-term advisor. Real Estate. *This company may be headquartered in or have additional locations in another country. Union Capital Associates, LP Related Topics Union Capital Associates, L.P. Company Profile | Greenwich, CT Union Capital Associates, L.P provides services to pooled investment vehicles. This profile may include a firm or advisor that has a business relationship with SmartAsset, in For more information on Union Capital Associates, visit www.unioncapitalassociates.com. loss of principal. Union Capital. This organization primarily operates in the Investors, nec business / industry within the Holding and Other Investment Offices sector. Like this article? They operate 1 private fund and have approximately $105.8 million in total assets under management (AUM). Lakeview Cheese is a specialized, CBF INVEST Company Profile - Dun & Bradstreet Greenwich, Connecticut, United States345 followers 344 connections. Union Capital Associates closes $309m Fund III Financial Services. Senior Associate - Union Capital Associates, LP - LinkedIn Total number of employee profiles an organization has on Crunchbase, Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. 17772 Irvine Blvd #205. It is a very well-run company with fantastic support and work/life balance. Union Capital Associates is a private equity company based in Greenwich, CT. This fund was announced on Sep 22, 2022 and raised a total of $309M. Please click on the country abbreviation in the search box below to change to a different country location. Weve been investing in founder-led, family-owned businesses in the lower-middle market since 1968. Submitters are 7x more likely to receive a qualified connection. Union Capital Associates Closes on $309 Million Fund III - Monument This fee may be Union Capital Associates Reviews - Glassdoor BBB is here to help. Fee types billed by the firm can include any blend of the following fee types: asset-based or performance-based. SEC / JURISDICTION. Fund Manager. review the ongoing performance of any Adviser, participate in the management of any users account by Associate salaries - 1 salaries reported. Request a demofor full access to this profile. Union Capital Associates provides financing for businesses in the areas of equipment, vehicles, working . Union Capital Associates, L.P's central office is at 485 West Putnam Avenue, Greenwich, Connecticut 6830. We'll assume you're ok with this, but you can opt-out if you wish. Union Capital Associates. useful if you want to learn about investing or financial management on your own. REGISTRATION STATUS. Union Capital Associates, L.P is a financial advisor company based in Greenwich, Connecticut. Salary. Dinan served as exclusive financial advisor to Lakeview Cheese and its shareholders in this transaction. You can update your choices at any time in your settings. By continuing to use this site you are consenting to these choices. Private equity real estate funds in market swell to record level, Australian private capital market overview, Private Capital in a Changing World: The Consequences for LPs Webinar, Placement Agents and Third-Party Marketers, Consulting and Corporate Advisory Services, LP & Capital Allocator Solutions (Colmore). France. Edit Lists Featuring This Company Section, University of Chicago Alumni Founded Companies, Private Equity Stage Investors Private Equity Firms. Portfolio. Markets change fast, but our approachbased on trust and deep operational expertisehas worked time and again. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Union Capital Associates is a private equity investment firm that makes investments in the US lower middle market to support growth initiatives, owner wealth diversification, management succession, and balance sheet solutions. Copyright 2023 CB Information Services, Inc. All rights reserved. Please visit its As a focused broker in todays market, you need a broker-dealer that can deliver ideal service and appropriate technology as it evolves. make certain recommendations to clients in order to make a commission. Union Capital Associates serves clients in the United States. Account aggregation, advanced reporting, customizable statements, paperless workflow, and mobile freedom. We detect that you are visiting from Romania. 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. 03 20 76 27 27. International: +33 3 20 76 27 27. to work with a remote advisor). exceptional value out of your broker-dealer and/or RIA relationship. BBB confirmed that Union Capital Associates had not obtained a necessary license from CA Department of Financial Protection & Innovation. 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. As with its predecessor, Fund III will invest in US founder-owned businesses where Union Capital is typically the first institutional investor. Join to view profile. Union Capital Associates - Fund and Executive Details Mouvaux Fax number. $309M: Jun 27, 2022: 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. Working at Union Capital Associates | Glassdoor Sep 22, 2022: Union Capital Equity Partners III . We do all the heavy lifting, from registration to signature-ready client paperwork. firms or advisors. Union Capital Associates, L.P. (Greenwich) | Adviser Rankings - wallmine Be the first to review! Share. Operating Status Active. The firm targets industries such as business services, marketing services, light manufacturing, food products and services, and as well as consumer products. Union Capital Associates - Crunchbase Investor Profile & Investments User does not have to select a country if they click this link. Union Capital Company is a full-service investment management and financial-planning firm serving private investors, corporations, and institutions worldwide. Union Capital has reshaped what a full service, independent broker-dealer and RIA can do for financial advisors. SmartAsset does not Headquarters Regions Greater Los Angeles Area, West Coast, Western US. Union Capital has a long history of successfully partnering with business owners, entrepreneurs and management teams. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry. FCA Register. Operating Status Active. 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. current President, Chief Operating Officer, Gregory J. Garville, CBI websites generally use certain cookies to enable better interactions with. Rates typically range from $100-$300 per hour, depending on the complexity Well guide you through the process. Bill Cull Analyst, Investments @ HASI . Main office: 6407 E. Grant Road, Tucson, Arizona 85715; 520-664-2001. Fund Manager Website. Founders James C. Marlas. SmartAssets Contact Information. Thats the Union Capital way. We see our company as a family. Please select the region that you would like to explore today. for short-term or one-time advice. That's all you need. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. The average financial advisor at Union Capital Associates, L.P oversees fewer than one client account, placing it among the most personalized advisor firms in the country.The firm's central office is located at 485 West Putnam Avenue, Greenwich, Connecticut 06830-6060. Need to file a complaint? View Data as Table. Team. Periculum Capital Company, LLC ("Periculum") is pleased to announce that it acted as the exclusive financial advisor to Phoenix Fabricators and Erectors, Inc. ("Phoenix" or the "Company") in its partnership with Union Capital Associates, LP ("Union Capital"). which SmartAsset is compensated for lead referrals. Markets change fast, but our approachbased on trust and deep operational expertisehas worked time and again. Union Capital Associates has 1 service provider relationship. Click here to find your advisor matches today. Union Capital is a private equity firm that specializes in making investments in family-owned businesses. It is legally registered to provide services to customers in the state of Connecticut. Our success comes from an emphasis on people and processes, not financial engineering. As with Fund II, we saw investor interest across the LP landscape, evidence of Union Capitals well-earned reputation for success in lower middle-market investing.. Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. Its registered office is Keizersgracht 555, 1017 DR Amsterdam. Union Capital Associates (together with its affiliates, "Union Capital") is a leading lower middle-market private equity firm that invests in smaller U.S. founder-owned and family owned businesses. These clients represent a broad variety of investment strategies including buyouts, growth equity, venture capital, private debt, infrastructure, real estate and natural resources. Fixed fees usually range from $1,000 to $3,000. is registered with the U.S. Securities and Exchange Commission as an investment adviser. Learn more. We also serve international investors from various countries around the world. Union Capital Associates LP - Company Profile and News This is a multi-location business. Nothing less. Monument Group Europe LLP is a limited liability partnership registered in England and Wales under registered number OC373937 and is authorisedand regulated by theFinancial Conduct Authority (FCA). Union Capital Associates acquired 2 companies. Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan Business Owners. More About Union Capital. The firm have been investing in founder-led and family-owned businesses since the firms founding in 1968. 0000-00-00. Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. Growing business while maintaining a lean, nimble culture. You are viewing a preview of this profile. A financial advisor's fees largely depend on which services the firm provides the client. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Union Capital Associates has 2 portfolio exits. Union Capital Associates provides portfolio management for pooled investment vehicles. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Partner at Union Capital Associates, LP Greenwich, CT. Erik Davis Senior Associate at Union Capital Associates, LP Jersey City, NJ. Union Capital Associates, L.P. provides investment advisory services. Founded in 1968, the firm prefers to invest in companies operating in specialty manufacturing, business . Monument Group acted as the exclusive placement agent for the Fund. Other private equity firms might focus on financial engineering, but at Union Capital, we believe in growing businesses through operational excellence. Union Capital Associates - Crunchbase Company Profile & Funding Advisors who earn commissions may be incentivized to . It has been a pleasure to again assist the Union Capital team in a successful fundraise and we thank them for this opportunity, said Mike Miller, Managing Partner at Monument Group. Growing business while maintaining a lean, nimble culture. Bloomberg Surveillance with Tom Keene, Jonathan Ferro & Lisa Abramowicz live from New York, bringing insight on global markets and the top business stories of the day. The fund is located in Greenwich, Connecticut and invests in United States. How BBB Processes Complaints and Reviews. Whether you own and operate an independent RIA or are transitioning to a corporate RIA, Union Capital has compliance friendly staff and the tools to help. You'll typically pay a lower rate the more assets you have under management. commissions, while fee-based advisors may. Find More Contacts for Union Capital Associates. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. This can be The firm was founded in 1968 and is based in Greenwich, Connecticut. If you're still having trouble, please consult your browser's help page, or choose a city and state/province from the type ahead dropdown choices. with your unique business model, and you get Mouvaux Phone number. Union Capital Equity Partners III - PitchBook The firm was founded in 1968 and is based in Greenwich, Connecticut. LinkedIn and 3rd parties use essential and non-essential cookies to provide, secure, analyze and improve our Services, and to show you relevant ads (including professional and job ads) on and off LinkedIn. Union Capital Associates | Better Business Bureau Profile There are no guarantees that working with an adviser will yield positive returns. Union Capital Associates, L.P is legally permitted to serve customers in the state of Connecticut. Monument Group acted as the exclusive placement agent for the Fund. $90,685 / yr. The firms Managing Partners have worked together for more than 15 years and are supported by several of the firms former portfolio company CEOs, who provide operations expertise to assist management teams as well as provide deep industry knowledge in the areas of Union Capitals focus: food manufacturing, business process outsourcing, franchised restaurants and specialty manufacturing. Periculum Advises Phoenix Fabricators and Erectors, Inc in its Union Capital Equity Partners III is a buyout fund managed by Union Capital. 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. About Union Capital Associates. Union Capital Associates, L.P. acquires Lakeview Cheese Co. LLC Privacy Policy. Union Capital Associates, LP Equity-Backed Albie's Food Products AFM Register, Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC), Netherlands Authority for the Financial Markets (AFM). Strategy. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee. Track the AUM, funds, and holdings for Union Capital Associates LP over time. Funds Learn more in our Cookie Policy. Union Capital Associates, a lower middle-market private investment firm, has closed its newest fund, Union Capital Equity Partners III, oversubscribed at its hard cap of $309 million. Union Capital Associates, LP | LinkedIn Legal Name Union Capital Associates, LP. platform based on information gathered from users through our online questionnaire. When your financial practice is dedicated to best serve your clients, Union Capital has the resources and tools you need. Union Capital Associates, L.P. is a large advisory firm based in Greenwich. About Union Capital Partners. 5.0. Their latest investment was in EnPowered as part of their Seed VC on February 2, 2020. All investing involves risk, including View the latest funds and 13F holdings. an Adviser or provide advice regarding specific investments. Company Type For Profit. Helpful. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you Contact Information. Monument Group, Inc., is a member of theFinancial Industry Regulatory Authority (FINRA)and theSecurities Investor Protection Corporation (SIPC). As with its predecessor, Fund III will invest in US founder-owned businesses where . Better Business Bureau Serving the Pacific Southwest. IAPD - Investment Adviser Public Disclosure - Homepage 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 treatment or consideration in SmartAssets profiles. Need to find a different location? Union Capital Associates closes $309m Fund III Submitted 21/09/2022 - 10:23am Union Capital Associates, a lower middle-market private investment firm, has closed its newest fund, Union Capital Equity Partners III, oversubscribed at its hard cap of $309 million. Also referred to as an asset-based fee, this fee typically ranges Like a lawyer, a financial advisor may charge you by the hour.
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