# UNION SQUARE INVESTMENT CO

UNION SQUARE INVESTMENT CO of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111776
- Type: SEC-registered investment adviser
- SEC file number: 801-55304
- Location: 360 POST STREET, SUITE 900, SAN FRANCISCO, CA, 94108
- Phone: 415-392-9228
- Latest filing: 2026-03-09
- Regulatory AUM: $361.2M
- Discretionary AUM: $357.8M
- Non-discretionary AUM: $3.5M
- Clients: 7
- Accounts: 26

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Alexander Hamilton Schilling | DIRECTOR/CHAIRMAN; PRESIDENT, CEO | — |
| John Michael Olson | COO, CCO | — |
| SCHILLING LESLIE TANG | CHAIRPERSON, SHAREHOLDER; DIRECTOR; SHAREHOLDER, DIRECTOR | — |
| SCHILLING ALEXANDER HAMILTON | CCO; DIRECTOR; DIRECTOR, CEO, PRESIDENT, SECRETARY (+5 more) | — |
| BENWARE BARBARA LYNN | CFO, VP FINANCE; CHIEF COMPLIANCE OFFICER, VP PLANNING & INVESTMENTS | — |
| WHALEY JEFFREY MICHAEL | PRESIDENT, CEO, SECRETARY, DIRECTOR | — |
| KULPINSKI DOROTHY HELEN | CHIEF COMPLIANCE OFFICER, VP FINANCE; VP FINANCE; VP, FINANCE | — |
| HERING JAMES M | PRESIDENT, CEO; PRESIDENT, CEO, CCO | — |
| OLSON JOHN MICHAEL | COO, CCO | — |
| SCHILLING LESLIE | CHAIRPERSON, SHAREHOLDER | — |
| SCHILLING ALEXANDER | DIRECTOR, CEO, PRESIDENT, SECRETARY | — |
| BENWARE BARBARA | CFO, VP FINANCE | — |
| RENKEN LAUREN JEAN | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER | — |
| YEUNG SALINA WINGKAM | CFO, CCO | — |
| Leslie Tang Schilling | DIRECTOR | — |
| Alexandra K. Schilling | DIRECTOR | — |
| Lauren T. Schilling | DIRECTOR | — |
| Elizabeth H. Schilling | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111776/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111776/similar
- Related entities: https://search.stillhousedata.com/firm/111776/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111776

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.