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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

UNION STREET PARTNERS LLC

CRD 156148

ALEXANDRIA, VA

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:6470f8ee-4337-a0c3-69b3-8973273101c0

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to Feb 12, 2026
17 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=false bd_reps=1.0
Regulatory AUM: $86.3MItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $86.3M
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: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-72120
CRD: 156148
Filings on the tape: 17
First filed: Mar 26, 2012
Latest filed: Feb 12, 2026
Organised: Limited Liability Company, DE

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
MCGINN, BERNARD, FRANCIS	President	E	yes	01/1992	Mar 26, 2012	Feb 29, 2024
MCGINN, BERNARD, FRANCIS	ELECTED MANAGER AND CHIEF INVESTMENT OFFICER	Na	yes	12/2010	Mar 26, 2012	Feb 29, 2024
MCLAUGHLIN, SHAWN, PATRICK	MANAGING MEMBER, CEO, CHIEF COMPLIANCE OFFICER	D	yes	12/2010	Mar 26, 2012	Feb 29, 2024
MCGINN INVESTMENT MANAGEMENT, INC.	Shareholder	D	no	12/2010	Mar 29, 2021	Feb 29, 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
MCLAUGHLIN RYDER INVESTMENTS, INC.	n/a	Independent wealth	$522M	Y	yes	n/a
MCGINN PENNINGER INVESTMENT MANAGMENT, INC.	n/a	Independent wealth	$204M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Alexandria	Va	United States	1	no

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 12, 2026	$86.3M	$86.3M	2	2	1	n/a	n/a
2024	Feb 24, 2025	$77.7M	$77.7M	2	2	1	n/a	n/a
2023	Feb 29, 2024	$74.9M	$74.9M	2	2	1	n/a	n/a
2022	Jan 26, 2023	$61.9M	$61.9M	2	2	1	n/a	n/a
2021	Mar 21, 2022	$61.7M	$61.7M	2	2	1	n/a	n/a
2020	Mar 29, 2021	$35.4M	$35.4M	2	2	1	n/a	n/a
2019	Feb 28, 2020	$34.1M	$34.1M	6	2	1	n/a	n/a
2018	Mar 20, 2019	$29.2M	$29.2M	6	2	1	n/a	n/a
2017	Mar 12, 2018	$28.4M	$28.4M	6	2	1	n/a	n/a
2016	Mar 3, 2017	$26.6M	$26.6M	6	2	n/a	n/a	n/a
2015	Mar 10, 2016	$19.5M	$19.5M	6	2	n/a	n/a	n/a
2014	Mar 23, 2015	$22.7M	$22.7M	6	2	n/a	n/a	n/a
2013	Mar 11, 2014	$19.4M	$19.4M	6	2	n/a	n/a	n/a
2012	Mar 22, 2013	$13.8M	$13.8M	6	2	n/a	n/a	n/a
2011	Mar 26, 2012	$9.4M	$9.4M	n/a	n/a	n/a	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	$86.3M	$77.7M	11.0%	$61.9M	11.7%	2	2	1	1

Relationships

Affiliated with (5)

← MCGINN PENNINGER INVESTMENT MANAGEMENT INC.Registered adviserother investment adviser, control, common control
factForm ADV
← MCLAUGHLIN RYDER INVESTMENTS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ MCGINN PENNINGER INVESTMENT MANAGEMENT INC.Registered adviserother investment adviser, control, common control
factForm ADV
→ MCLAUGHLIN RYDER INVESTMENTS, INC.Registered adviserother investment adviser, broker-dealer, control, common control
factForm ADV
← MCLAUGHLIN RYDER ADVISORY SERVICES, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← MCGINN, BERNARD, FRANCISOwnerPRESIDENT, ownership code E, individual
Mar 26, 2012 to Feb 29, 2024factForm ADV
← MCLAUGHLIN, SHAWN, PATRICKOwnerMANAGING MEMBER, CEO, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 26, 2012 to Feb 29, 2024factForm ADV

Owns (1)

← MCGINN INVESTMENT MANAGEMENT, INC.OwnerSHAREHOLDER, ownership code D, domestic entity
Mar 29, 2021 to Feb 29, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6470f8ee-4337-a0c3-69b3-8973273101c0
First observed: Mar 26, 2012
Last observed: Feb 12, 2026 7 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 STREET PARTNERS LLC

CRD 156148

ALEXANDRIA, VA

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:6470f8ee-4337-a0c3-69b3-8973273101c0

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:46 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCGINN, BERNARD, FRANCIS

President

yes

01/1992

Mar 26, 2012

Feb 29, 2024

MCGINN, BERNARD, FRANCIS

ELECTED MANAGER AND CHIEF INVESTMENT OFFICER

yes

12/2010

Mar 26, 2012

Feb 29, 2024

MCLAUGHLIN, SHAWN, PATRICK

MANAGING MEMBER, CEO, CHIEF COMPLIANCE OFFICER

yes

12/2010

Mar 26, 2012

Feb 29, 2024

MCGINN INVESTMENT MANAGEMENT, INC.

Shareholder

12/2010

Mar 29, 2021

Feb 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MCLAUGHLIN RYDER INVESTMENTS, INC.

n/a

Independent wealth

$522M

yes

n/a

MCGINN PENNINGER INVESTMENT MANAGMENT, INC.

n/a

Independent wealth

$204M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Alexandria

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 12, 2026

$86.3M

n/a

2024

Feb 24, 2025

$77.7M

n/a

2023

Feb 29, 2024

$74.9M

n/a

2022

Jan 26, 2023

$61.9M

n/a

2021

Mar 21, 2022

$61.7M

n/a

2020

Mar 29, 2021

$35.4M

n/a

2019

Feb 28, 2020

$34.1M

n/a

2018

Mar 20, 2019

$29.2M

n/a

2017

Mar 12, 2018

$28.4M

n/a

2016

Mar 3, 2017

$26.6M

n/a

2015

Mar 10, 2016

$19.5M

n/a

2014

Mar 23, 2015

$22.7M

n/a

2013

Mar 11, 2014

$19.4M

n/a

2012

Mar 22, 2013

$13.8M

n/a

2011

Mar 26, 2012

$9.4M

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

$86.3M

$77.7M

11.0%

$61.9M

11.7%