# UNION FINANCIAL PARTNERS, SAN FRANCISCO

UNION FINANCIAL PARTNERS, SAN FRANCISCO of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132112
- Type: SEC-registered investment adviser
- SEC file number: 801-63349
- Location: 2062 UNION STREET, SUITE 300, SAN FRANCISCO, CA, 94123
- Phone: 415-563-3000
- Latest filing: 2004-08-16
- Regulatory AUM: $17.1M
- Discretionary AUM: $17.1M
- Clients: 1
- Accounts: 166

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [TERRANOVA ANN JENNIE](https://search.stillhousedata.com/person/744863) | CHIEF EXECUTIVE OFFICER | — |
| [LELCHOOK JOSHUA AARON](https://search.stillhousedata.com/person/808080) | CHEIF INVESTMENT OFFICER | — |
| [ERHARDT ERIC JOHANN](https://search.stillhousedata.com/person/810441) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132112/similar
- Related entities: https://search.stillhousedata.com/firm/132112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132112

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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.