DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 285154
GREENWICH, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| UNION CAPITAL EQUITY PARTNERS II, LP | Private Equity Fund | $633M | Mar 28, 2024 | 36 | Dec 23, 2016 | reported | 021-276326 |
| UNION CAPITAL EQUITY PARTNERS III, LP | Private Equity Fund | $267M | Mar 28, 2024 | 25 | Mar 31, 2022 | reported | 021-403317 |
| UNION CAPITAL EQUITY PARTNERS III-A, LP | Private Equity Fund | $97.1M | Mar 28, 2024 | 20 | Mar 31, 2022 | reported | 021-40331701 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALFOND, REIS, LORING | Partner | C | yes | 04/2016 | Sep 13, 2016 | Mar 28, 2024 |
| ALFOND, REIS, LORING | Member | C | yes | 04/2016 | Sep 13, 2016 | Mar 28, 2024 |
| DELAPLANE, KEVIN, GERARD | CCO AND COO | Na | yes | 04/2016 | Sep 13, 2016 | Mar 28, 2024 |
| LANDAUER, JAY, FREDRICK | Member | C | yes | 04/2016 | Sep 13, 2016 | Mar 28, 2024 |
| LANDAUER, JAY, FREDRICK | Partner | C | yes | 04/2016 | Sep 13, 2016 | Mar 28, 2024 |
| OGDEN, WILLIAM, STERLING | Member | C | yes | 04/2016 | Sep 13, 2016 | Mar 28, 2024 |
| OGDEN, WILLIAM, STERLING | Partner | C | yes | 04/2016 | Sep 13, 2016 | Mar 28, 2024 |
| Shultz, Michael, Joseph | VICE PRESIDENT - FINANCE | Na | yes | 09/2017 | Mar 23, 2020 | Mar 28, 2024 |
| UNION CAPITAL ASSOCIATES GP, LLC | GENERAL PARTNER | Na | yes | 04/2016 | Sep 13, 2016 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| UNION CAPITAL EQUITY PARTNERS II GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| UNION CAPITAL EQUITY PARTNERS III GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| DOWNERS GROVE | IL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $722M | $722M | 28 | 26 | 1 | 5 | n/a |
| 2024 | Mar 28, 2025 | $695M | $695M | 24 | 22 | 1 | 3 | n/a |
| 2023 | Mar 28, 2024 | $997M | $997M | 23 | 22 | 1 | 3 | $997M |
| 2022 | Mar 30, 2023 | $798M | $798M | 20 | 19 | 1 | 3 | $798M |
| 2021 | Mar 31, 2022 | $659M | $659M | 19 | 18 | 1 | 3 | $659M |
| 2020 | Mar 26, 2021 | $263M | $263M | 18 | 17 | 1 | 1 | $263M |
| 2019 | Mar 23, 2020 | $230M | $230M | 15 | 14 | 1 | 1 | $230M |
| 2018 | Apr 1, 2019 | $180M | $180M | 13 | 12 | 1 | 1 | $180M |
| 2017 | Mar 29, 2018 | $200M | $200M | 13 | 12 | 1 | 1 | $200M |
| 2016 | Mar 31, 2017 | $106M | $106M | 9 | 8 | n/a | 1 | $106M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $722M | $695M | 3.9% | $798M | -3.3% | 28 | 24 | 1 | 1 |