# Union Street Partners LLC

> 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.

- CRD: 156148
- Filed as: UNION STREET PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156148
- AdvisorCensus page: https://advisorcensus.com/firm/union-street-partners-llc-alexandria-va-156148

## Quick answers

**How is Union Street Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Union Street Partners LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Union Street Partners LLC located?**
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).

**Is Union Street Partners LLC registered with the SEC or a state?**
Union Street Partners LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156148.

**How much does Union Street Partners LLC manage?**
Union Street Partners LLC reports $86,257,354 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Union Street Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Union Street Partners LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Union Street Partners LLC report any disciplinary disclosures?**
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

**What changed in Union Street Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $77,724,456 to $86,257,354 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $86,257,354
- Discretionary: $86,257,354
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $86,257,354 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Alexandria, VA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $35,418,711 | 2 | April 16, 2021 |
| October 2022 | $61,669,453 | 2 | May 17, 2022 |
| October 2023 | $61,940,830 | 2 | January 26, 2023 |
| October 2024 | $74,856,439 | 2 | February 29, 2024 |
| October 2025 | $77,724,456 | 2 | February 24, 2025 |
| October 2026 | $86,257,354 | 2 | February 12, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $77,724,456 to $86,257,354 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Union Street Partners LLC (CRD 156148): Form ADV filing data as of October 2026.