Union Point Advisors, LLC is a large advisory firm based in San Mateo. It manages $423.9 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.
Union Point Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for separately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Union Point Advisors, LLC is $423.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 267% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Union Point Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Union Point Advisors, LLC performs its advisory services is located at 155 Bovet Road, San Mateo, CA 94402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-425-6033 or by fax 650-376-3846. The normal business hours are 9am-5pm on Monday - Friday.