Union Square Advisors LLC

San Francisco, CA

California

Registered In

04/24/2007

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Union Square Advisors LLC at 600 Montgomery ST FL 18th, San Francisco, Ca 94111 lists Seacliff Advisors Llc of San Francisco, CA as the associate.

Overview

Registered In

California

Incorporation Date

04/24/2007

Company Type

Limited Liability Company - Out of State

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

Csc - Lawyers Incorporating Service Registered 1505 Agent	251 LITTLE FALLS DR, WILMINGTON, DE 19808
Seacliff Advisors Llc Manager	600 MONTGOMERY ST FL 18TH, SAN FRANCISCO, CA 94111 (View Past Addresses)

Showing current associates only (2 of 5 total associates). Create a free account to see the full associate history

Map & Locations

600 MONTGOMERY ST FL 18TH, SAN FRANCISCO, CA 94111 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Union Square Advisors LLC

Form 5500

UNION SQUARE ADVISORS, LLC

600 Montgomery Street 22nd Floor, San Francisco, Ca 94111 (415) 501-8090 EIN:56-2592217 Plan Admin:Harriet Britt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY53 / 57 Assets BOY/EOY$4,844,236 / $4,572,532	2022	UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002	53 / 57	$4,844,236 / $4,572,532
2021	Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY51 / 49 Assets BOY/EOY$4,268,276 / $4,844,236	2021	UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002	51 / 49	$4,268,276 / $4,844,236
2020	Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY41 / 48 Assets BOY/EOY$3,247,598 / $4,268,276	2020	UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002	41 / 48	$3,247,598 / $4,268,276
2019	Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY39 / 41 Assets BOY/EOY$2,370,522 / $3,247,598	2019	UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002	39 / 41	$2,370,522 / $3,247,598
2017	Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY37 / 37 Assets BOY/EOY$2,219,060 / $2,531,738	2017	UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002	37 / 37	$2,219,060 / $2,531,738

Benefit & Retirement Plans based on Form 5500.

PPP Loans

UNION SQUARE ADVISORS, LLC

600 Montgomery St Fl 22, San Francisco, CA 94111-2700 Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/12/2020	Approved$935,100 Forgiven$945,860 LenderJPMorgan Chase Bank, National Association Jobs35	04/12/2020	$935,100	$945,860	JPMorgan Chase Bank, National Association	35

PPP Loans based on Paycheck Protection Program.

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Address Match:600 Montgomery St Fl 18th San Francisco, CA

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Address Match:600 Montgomery St San Francisco, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration