Union Square Investment Co
● SEC registered since 1998CRD 111776SEC# 801-55304San Francisco, CA
Ranks #4,338 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$361.2M
Fund GAV
$243M
Private funds
2
Employees
7
Accounts
26
Location
San Francisco, CA
Union Square Investment Co assets under management
Union Square Investment Co is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 1998. It reports $361.2 million in regulatory assets under management and employs 7 people. Union Square Investment Co manages 2 private funds with combined gross assets of $243 million, including Golden Bay Investment Fund, LLC. By regulatory assets, it ranks 4,338 of 6,004 private fund managers.
Union Square Investment Co private funds
2 funds · $243M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Golden Bay Investment Fund, LLC | Other Private | $236.6M | — |
| Golden Bay Investment Fund II, LLC | Other Private | $6.3M | — |
Union Square Investment Co owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Hamilton Schilling Control | President, Ceo | Over 75% | 2018 |
| Alexander Hamilton Schilling Control | Director/Chairman | Over 75% | 2013 |
| Alexandra K. Schilling Control | Director | Under 5% | 2025 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Union Square Investment Co manage?
Union Square Investment Co reports $361.2 million in regulatory assets under management on its Form ADV.
How many private funds does Union Square Investment Co manage?
Union Square Investment Co manages 2 private funds with combined gross assets of $243 million.
How many employees does Union Square Investment Co have?
Union Square Investment Co reports 7 employees.
Where is Union Square Investment Co located?
Union Square Investment Co is based in San Francisco, CA and has been SEC-registered since 1998.
Does Union Square Investment Co disclose fund performance?
Union Square Investment Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 360 Post Street, Suite 900, San Francisco, CA 94108 |
| Phone | 415-392-9228 |
| Fax | 415-392-1928 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$361.2M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
AUM vs fund managersTop 72%
Larger than 28% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$361.2Mregulatory AUM
Discretionary $357.8MNon-discretionary $3.5M
Service providers
Auditor
Custodian