Data / Investment advisers / California / Union Square Global Wealth Management
Union Square Global Wealth Management, San Francisco, CA: $361 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Union Square Global Wealth Management is an SEC registered investment adviser with its main office in San Francisco, California and reports $361 million in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include pooled investment vehicles, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees. It advises 2 private funds.
The request: Watch Union Square Global Wealth Management (CRD number 111776): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111776
- SEC file number
- 801-55304
- SEC status
- Approved, effective February 27, 1998
- Legal name
- Union Square Investment Co
- Main office
- 360 Post Street, Suite 900, San Francisco, CA 94108
- Phone
- (415) 392-9228
- Website
- usqglobalwealth.com
- Regulatory AUM
- $361,235,925 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $357,757,210
- Non discretionary AUM
- $3,478,715
- Accounts
- 26
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $242,969,109
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $243 million |
| High net worth individuals | 13 | $112.6 million |
| Charitable organizations | 3 | $4.5 million |
| Individuals (other than high net worth individuals) | 5 | $1.2 million |
| Corporations or other businesses | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $361.2 million | March 9, 2026 |
| December 1, 2025 | $357.1 million | March 26, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Potrero Capital Research, LLC | San Francisco | $419.6 million | 3 | adviserinfo.sec.gov |
| Ogborne Capital Management, LLC. | San Francisco | $410 million | 1 | adviserinfo.sec.gov |
| Orbis Investment Management (U.S.), L.P. | San Francisco | $405.4 million | 1 | adviserinfo.sec.gov |
| Braeswood Carbon Management, LLC | San Francisco | $387.3 million | 2 | adviserinfo.sec.gov |
| Inflection Capital Management, LLC | San Francisco | $365.6 million | Not listed | adviserinfo.sec.gov |
| Flight Deck Capital, LP | San Francisco | $358.7 million | 1 | adviserinfo.sec.gov |
| Right Side Capital Management, LLC | San Francisco | $346.7 million | 10 | adviserinfo.sec.gov |
| Citrine Capital | San Francisco | $346.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Union Square Global Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.