Union Capital Associates, L.P.
SEC RegisteredA nimble partner in your corner.
About the firm
Union Capital Associates has been investing in founder-led, family-owned businesses in the lower-middle market since 1968. The firm's approach is based on trust and deep operational expertise, growing businesses while maintaining a lean, nimble culture.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investing with an emphasis on operational excellence; pairs portfolio companies with seasoned operating executives. Has committed $450+ million of capital across sectors including food, business process outsourcing, group purchasing organizations, manufacturing, restaurants, and marketing services.
Who they serve
Founder-led, family-owned businesses in the lower-middle market
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $722M |
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Union Capital Associates, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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