{
  "crd_number": 156148,
  "slug": "union-street-partners-llc-alexandria-va-156148",
  "primary_business_name": "UNION STREET PARTNERS LLC",
  "legal_name": "UNION STREET PARTNERS LLC",
  "dbas": [],
  "city": "Alexandria",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-02-03",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-02-12",
  "carried_forward": false,
  "raum_total": 86257354.0,
  "raum_discretionary": 86257354.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 86257354.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "VA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156148",
  "city_as_filed": "ALEXANDRIA",
  "url": "https://advisorcensus.com/firm/union-street-partners-llc-alexandria-va-156148",
  "display_name": "Union Street Partners LLC",
  "summary": "Union Street Partners LLC is an SEC-registered investment advisory firm in Alexandria, VA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.",
  "citation": "AdvisorCensus. Union Street Partners LLC (CRD 156148): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Union Street Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Union Street Partners LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Union Street Partners LLC located?",
      "a": "Union Street Partners LLC's principal office is in Alexandria, VA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Union Street Partners LLC registered with the SEC or a state?",
      "a": "Union Street Partners LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156148."
    },
    {
      "q": "How much does Union Street Partners LLC manage?",
      "a": "Union Street Partners LLC reports $86,257,354 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Union Street Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Union Street Partners LLC: Regulatory assets under management: $35,418,711 in the October 2021 data and $86,257,354 in the October 2026 data, up 144%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Union Street Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Union Street Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156148"
    },
    {
      "q": "What changed in Union Street Partners LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $77,724,456 to $86,257,354 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 35418711.0,
      "total_employees": 2,
      "filing_date": "2021-04-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 61669453.0,
      "total_employees": 2,
      "filing_date": "2022-05-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 61940830.0,
      "total_employees": 2,
      "filing_date": "2023-01-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 74856439.0,
      "total_employees": 2,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 77724456.0,
      "total_employees": 2,
      "filing_date": "2025-02-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 86257354.0,
      "total_employees": 2,
      "filing_date": "2026-02-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $77,724,456 to $86,257,354 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/union-street-partners-llc-alexandria-va-156148.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 86257354.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156148",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}