UNION SQUARE INVESTMENT CO of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 111776). Regulatory assets under management: $361.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| GOLDEN BAY INVESTMENT FUND, LLC | Other Private Fund | Wyoming | 5 | $236.6M | — |
| GOLDEN BAY INVESTMENT FUND II, LLC | Other Private Fund | Wyoming | 3 | $6.3M | — |