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Family Office - Multi • San Francisco, United States

Union Square Global Wealth Management

Union Square Global Wealth Management is a family office - multi based in San Francisco, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$350M
Assets Under Mgmt
Family Office - Multi
Investor Type
San Francisco, United States
Headquarters
About

Union Square Global Wealth Management

Union Square Global Wealth Management focuses on serving global based families with onshore and offshore entities, handling complex wealth transfer strategies involving global jurisdiction concerns. Besides being responsible for all financial functions, also assume lead role in managing general office operation, oversee IT functions, provide staff development and training, and ensure compliance with regulations.

Investment Focus

What Union Square Global Wealth Management Invests In

Sectors & themes: Business & Administrative Services, Human Resources/HRTech, Investment Management, IT Consulting & Other Services, Legal & Tax Services, Research & Consulting Services, Trust Management, Wealth & Estate Planning, Commercial & Professional Services, Finance, Financial Services, IT Services, Professional Business Services, Technology

Preferred geographies: Africa, Asia/Pacific, Australia/New Zealand, Canada, Emerging Markets, Europe, Global, Latin America, United Kingdom, United States

Location: 360 Post Street, Suite 900\nSan Francisco\nCalifornia\n94108\nUnited States

Contact Union Square Global Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.