Union Square Capital Partners provides portfolio management for investment companies.
Union Square Capital Partners reports 1 investment company. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($189M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $189M | 100.0% | $189M |
| Total | 1 | $189M | 100% | $189M |
- Clients
- 1
- Regulatory AUM
- $189M
- AUM share
- 100.0%
- Avg. per client
- $189M
Total
- Clients
- 1
- Regulatory AUM
- $189M
- AUM share
- 100%
- Avg. per client
- $189M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Union Square Capital Partners is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Usq Holding Company, LLC owns 75% or more of Union Square Capital Partners and is in turn owned by Chatham Financial Corp. (75% or more). The leadership team of Union Square Capital Partners includes Chief Operating Officer George Downing and Chief Compliance Officer Mary Ziegler. It has 2 employees, 1 of them in advisory roles.
Leadership
- George DowningChief Operating Officer
- Mary ZieglerChief Compliance Officer
- Matthew HenryManaging Principal
Staff
- 2 employees
- 1 in advisory functions
- Owns 75% or more of Union Square Capital Partners, LLC
Usq Holding Company, LLC
Control person · since October 2016
- Owns 75% or more of Usq Holding Company, LLC
Chatham Financial Corp.
Control person · since October 2016
Union Square Capital Partners’ regulatory assets grew 3.3× from $56.8M (March 2021) to $189M (February 2026); clients were 1 in both filings and employees fell from 5 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $189M | 1 | 2 | 1 |
| March 2025 | $225M | 1 | 5 | 1 |
| March 2024 | $277M | 2 | 9 | 1 |
| March 2023 | $359M | 2 | 9 | 2 |
| March 2022 | $126M | 1 | 5 | 1 |
| March 2021 | $56.8M | 1 | 5 | 1 |
Besides its headquarters, Union Square Capital Partners has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 235 Whitehorse Lane, Suite 200, Kennett SquareHQ
Contact and registration details
- Legal name
- Union Square Capital Partners, LLC
- Headquarters
- 235 Whitehorse Lane, Suite 200, Kennett Square, PA 19348
- Website
- usq.com
- Phone
- 484-731-3101
- SEC file
- 801-111658
- Structure
- Delaware LLC
- Fiscal year end
- December
Union Square Capital Partners does not have custody of client assets.
How many clients does Union Square Capital Partners have?
Union Square Capital Partners has 1 client and manages $189 million for them, as of February 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does Union Square Capital Partners offer?
Union Square Capital Partners provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Union Square Capital Partners have?
Union Square Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Union Square Capital Partners?
Union Square Capital Partners is owned through a holding company by Chatham Financial Corp. Its direct owner is Usq Holding Company, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does Union Square Capital Partners get paid?
Union Square Capital Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Union Square Capital Partners?
Union Square Capital Partners’ main office is at 235 Whitehorse Lane, Suite 200, Kennett Square, PA 19348. Its phone number is 484-731-3101. Its website is usq.com.