UNION PARK CAPITAL MANAGEMENT, L.P.
Adviser information for UNION PARK CAPITAL MANAGEMENT, L.P. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $654.4M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $654.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $654.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-108539 |
|---|---|
| SEC ERA File Number | 801-108539 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169842 |
| Legal Entity Identifier | None |
Principal Office
200 NEWBURY STREETBOSTON
MA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 857-254-1751, Fax: None
Websites
Chief Compliance Officer
MORGAN MURRAY JONES
MANAGING PARTNER
200 NEWBURY STREET
BOSTON
MA
United States
Tel:
857-254-1751
M*****@*************M
(Full email address available in API data)
Regulatory Contact
MELANIE MARZOLA
CONSULTING CFO
200 NEWBURY STREET
BOSTON
MA
United States
Tel:
(603) 217-7469
M******@*************M
(Full email address available in API data)
Industry Affiliates
| UNION PARK CAPITAL I GP, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| UNION PARK CAPITAL II GP, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| UNION PARK CAPITAL III GP, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| UNION PARK CAPITAL I, L.P. | Private Equity Fund | $136.3M | $0.0M | 17 |
| UNION PARK CAPITAL II, L.P. | Private Equity Fund | $229.1M | $0.0M | 15 |
| UNION PARK CAPITAL III, L.P. | Private Equity Fund | $289.1M | $0.0M | 20 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JONES, MORGAN, MURRAY | Individual | – | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | 10/2013 | 50-75% |
| MCGUIRE, PETER, JOSEPH | Individual | – | PRINCIPAL | 10/2013 | 25-50% |
| UNION PARK CAPITAL MANAGEMENT GP, LLC | Domestic Entity | – | GENERAL PARTNER | 10/2013 | < 5% |
| JONES, MORGAN, MURRAY | Individual | UNION PARK CAPITAL MANAGEMENT GP, LLC | MANAGING MEMBER | 10/2013 | > 75% |