Union Street Partners LLC
● SEC registered since 2011CRD 156148SEC# 801-72120Alexandria, VA
Reg. AUM
$86.3M
Employees
2
Accounts
1
Location
Alexandria, VA
Union Street Partners LLC assets under management
Union Street Partners LLC is an SEC-registered investment adviser based in Alexandria, VA. The firm has been registered since 2011. It reports $86.3 million in regulatory assets under management and employs 2 people.
Union Street Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernard Francis McGinn Control | Elected Manager And Chief Investment Officer | Under 5% | 2010 |
| McGinn Investment Management, Inc. | Shareholder | 50-75% | 2010 |
| Shawn Patrick McLaughlin Control | Managing Member, Ceo, Chief Compliance Officer | 50-75% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Union Street Partners LLC manage?
Union Street Partners LLC reports $86.3 million in regulatory assets under management on its Form ADV.
How many employees does Union Street Partners LLC have?
Union Street Partners LLC reports 2 employees.
Where is Union Street Partners LLC located?
Union Street Partners LLC is based in Alexandria, VA and has been SEC-registered since 2011.
Does Union Street Partners LLC disclose fund performance?
Union Street Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1421 Prince Street, Suite 200, Alexandria, VA 22314 |
| Phone | 703-684-9222 |
| Fax | 703-684-9224 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$86.3M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$86.3Mregulatory AUM
Discretionary $86.3M