UNION POINT ADVISORS, LLC
UNION POINT ADVISORS, LLC of SAN MATEO, CA is an SEC-registered investment adviser (CRD 168112). Regulatory assets under management: $423.9M.
Registration
- CRD: 168112
- SEC file number: 801-78234
- Type: Registered investment adviser
- Location: 155 BOVET ROAD, SUITE 500, SAN MATEO, CA, 94402
- Phone: 650-425-6033
- Latest filing: 2015-03-27
- Regulatory AUM: $423.9M
- Discretionary AUM: $423.9M
- Clients: 12
- Accounts: 10
Officers, owners & control persons (5)
Private funds (2)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| UNION POINT OPPORTUNITIES MASTER FUND, L.P. | Hedge Fund | — | 36 | $191.4M | $5.0M |
| UNION POINT OPPORTUNITIES INSTITUTIONAL FUND, LTD. | Hedge Fund | — | 1 | $22.3M | $5.0M |
Fund service providers (1)
- administrator: HEDGESERV CORP. — 2 funds
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