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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

UNION SQUARE CAPITAL PARTNERS, LLC

CRD 288708

KENNETT SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2876fd86-10f6-39fc-0622-b896a91a1e69

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Aug 11, 2017 to Feb 24, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $189MItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $189M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-111658
CIK: 1693932
CRD: 288708
Filings on the tape: 13
First filed: Aug 11, 2017
Latest filed: Feb 24, 2026
Organised: Limited Liability Company, DE
Website: usq.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHATHAM FINANCIAL CORP.	Member	E	yes	10/2016	Aug 11, 2017	Mar 19, 2024
DOWNING, GEORGE, KEITH	CHIEF OPERATING OFFICER	Na	yes	05/2017	Aug 11, 2017	Mar 19, 2024
HENRY, MATTHEW, PAUL	MANAGING PRINCIPAL	Na	yes	05/2017	Aug 11, 2017	Mar 19, 2024
MILLER, THOMAS, EDWIN	CHIEF EXECUTIVE OFFICER	Na	yes	01/2021	Mar 26, 2021	Mar 19, 2024
USQ HOLDING COMPANY, LLC	Member	E	yes	10/2016	Sep 29, 2017	Mar 19, 2024
ZIEGLER, MARY, KELLY	CHIEF COMPLIANCE OFFICER	Na	yes	03/2018	Mar 7, 2018	Mar 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHATHAM INVESTMENT ADVISORS, LLC	n/a	Former SEC adviser	$384M	N	yes	n/a
CHATHAM FINANCIAL EUROPE SP Z OO	n/a	n/a	n/a	N	yes	n/a
CHATHAM FINANCIAL EUROPE, LTD	n/a	n/a	n/a	N	yes	n/a
CHATHAM FINANCIAL PTE. LTD.	n/a	n/a	n/a	N	yes	n/a
CHATHAM FINANCIAL PTY LTD	n/a	n/a	n/a	N	yes	n/a
CHATHAM HEDGING ADVISORS, LLC	n/a	n/a	n/a	N	yes	n/a
JCRA FINANCIAL LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$189M	$189M	2	1	0	n/a	n/a
2024	Mar 3, 2025	$225M	$225M	5	2	0	n/a	n/a
2023	Mar 19, 2024	$277M	$277M	9	3	0	n/a	n/a
2022	Mar 15, 2023	$359M	$359M	9	3	1	n/a	n/a
2021	Mar 22, 2022	$126M	$126M	5	2	0	n/a	n/a
2020	Mar 26, 2021	$56.8M	$56.8M	5	2	0	n/a	n/a
2019	Mar 9, 2020	$44.3M	$44.3M	5	3	0	n/a	n/a
2018	Feb 22, 2019	$28.4M	$28.4M	5	3	0	n/a	n/a
2017	Mar 7, 2018	$25.7M	$25.7M	5	3	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$189M	$225M	-16.1%	$359M	-19.3%	2	5	0	0

Relationships

Affiliated with (2)

→ CHATHAM INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CHATHAM INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← MILLER, THOMAS, EDWINOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 26, 2021 to Mar 19, 2024factForm ADV
← DOWNING, GEORGE, KEITHOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Aug 11, 2017 to Mar 19, 2024factForm ADV
← ZIEGLER, MARY, KELLYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 7, 2018 to Mar 19, 2024factForm ADV
← HENRY, MATTHEW, PAULOwnerMANAGING PRINCIPAL, ownership code NA, individual
Aug 11, 2017 to Mar 19, 2024factForm ADV
← CHATHAM FINANCIAL CORP.OwnerMEMBER, ownership code E, domestic entity
Aug 11, 2017 to Mar 19, 2024factForm ADV
← USQ HOLDING COMPANY, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 29, 2017 to Mar 19, 2024factForm ADV

Dated events

Occurred
Mar 15, 2023
Regulatory AUM changed
Union Square Capital Partners, Llc reported RAUM $359.0M, up 185% from $126.1M (2022-03-22 to 2023-03-15)
Form ADVobserved 5 days ago
$233M
Occurred
Mar 26, 2021
Control person left
Timothy Stephen Grugeon (Chief Executive Officer) no longer on Schedule A of Union Square Capital Partners, Llc (listed 2020-03-09, absent 2021-03-26)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2021
Control person joined
Edwin Thomas Miller (Chief Executive Officer) appeared on Schedule A of Union Square Capital Partners, Llc
Form ADVobserved 5 days ago
Occurred
Aug 11, 2017
First Form ADV filing
Union Square Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2876fd86-10f6-39fc-0622-b896a91a1e69
First observed: Aug 11, 2017
Last observed: Feb 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

UNION SQUARE CAPITAL PARTNERS, LLC

CRD 288708

KENNETT SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2876fd86-10f6-39fc-0622-b896a91a1e69

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHATHAM FINANCIAL CORP.

Member

yes

10/2016

Aug 11, 2017

Mar 19, 2024

DOWNING, GEORGE, KEITH

CHIEF OPERATING OFFICER

yes

05/2017

Aug 11, 2017

Mar 19, 2024

HENRY, MATTHEW, PAUL

MANAGING PRINCIPAL

yes

05/2017

Aug 11, 2017

Mar 19, 2024

MILLER, THOMAS, EDWIN

CHIEF EXECUTIVE OFFICER

yes

01/2021

Mar 26, 2021

Mar 19, 2024

USQ HOLDING COMPANY, LLC

Member

yes

10/2016

Sep 29, 2017

Mar 19, 2024

ZIEGLER, MARY, KELLY

CHIEF COMPLIANCE OFFICER

yes

03/2018

Mar 7, 2018

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHATHAM INVESTMENT ADVISORS, LLC

n/a

Former SEC adviser

$384M

yes

n/a

CHATHAM FINANCIAL EUROPE SP Z OO

n/a

yes

n/a

CHATHAM FINANCIAL EUROPE, LTD

n/a

yes

n/a

CHATHAM FINANCIAL PTE. LTD.

n/a

yes

n/a

CHATHAM FINANCIAL PTY LTD

n/a

yes

n/a

CHATHAM HEDGING ADVISORS, LLC

n/a

yes

n/a

JCRA FINANCIAL LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$189M

n/a

2024

Mar 3, 2025

$225M

n/a

2023

Mar 19, 2024

$277M

n/a

2022

Mar 15, 2023

$359M

n/a

2021

Mar 22, 2022

$126M

n/a

2020

Mar 26, 2021

$56.8M

n/a

2019

Mar 9, 2020

$44.3M

n/a

2018

Feb 22, 2019

$28.4M

n/a

2017

Mar 7, 2018

$25.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$189M

$225M

-16.1%

$359M

-19.3%