UNIONROCK PARTNERS, LLC
UNIONROCK, LLC Legal Name
Adviser information for UNIONROCK PARTNERS, LLC last updated from Form ADV on March 27th, 2023. 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
1999 BROADWAYSUITE 850
DENVER
CO
United States
Monday - Friday, 8AM TO 5PM
Tel: 720-458-6944, Fax: None
Chief Compliance Officer
AHNA MEE
MANAGING PARTNER
1999 BROADWAY SUITE 850
DENVER
CO
United States
Tel:
720-458-6941
A****@************M
(Full email address available in API data)
Industry Affiliates
| UNIONROCK ENERGY GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| UNIONROCK ENERGY FUND II, LP | Private Equity Fund | $9.0M | $1.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Haney, Jackie, Beth | Individual | – | CEO | 09/2019 | 25-50% |
| Mee, Ahna, Lee | Individual | – | MANAGING PARTNER | 09/2019 | 25-50% |
| Robba, Richard, Reginald | Individual | – | VICE PRESIDENT FINANCE, PARTNER | 09/2019 | 10-25% |