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Union Avenue Advisors LP (New York)


Union Avenue Advisors LP is a mid-sized advisory firm based in New York. It manages $83.8 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012.

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Union Avenue Advisors provides portfolio management for pooled investment vehicles and sub adviser to managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Union Avenue Advisors: assets under management

The assets under management (AUM) of Union Avenue Advisors LP is $83.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $83.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Union Avenue Advisors LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Thomas R Grossman Manager, member 1 Jan 2009 Other 1899768
Thomas Roger Grossman Manager, member 1 Jan 2009 Other 1899768

Based in New York

The principal office where Union Avenue Advisors LP performs its advisory services is located at 527 Madison Avenue 6 Th Fl, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-702-7120 or by fax 917-591-2266. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.unionavenue.com.


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