Union Square Global Wealth Management

Asset Manager SEC-registered adviser

Legal name: Union Square Investment Co

San Francisco, CA Website

AUM

$361.2M
Regulatory AUM

Private funds

2
Other 2

Private fund assets

$243.0M
Gross asset value

Employees

7

Last Form D raise

Oct 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 9, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Alexander Schilling
Director/Chairman
Source: SEC Form ADV
A
Alexandra Schilling
Director
Source: SEC Form ADV
E
Elizabeth Schilling
Director
Source: SEC Form ADV
L
Lauren Schilling
Director
Source: SEC Form ADV
L
Leslie Schilling
Director
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Golden Bay Investment Fund II, LLCOther$6.3M$5.9M3Oct 2025Cool
Golden Bay Investment Fund, LLCOther$236.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
111776
SEC file number
801-55304

Sources