RIA · CRD 340640SEC-Registered

Updated:

Union Strategic Advisors

UNION STRATEGIC ADVISORS is an SEC-registered investment adviser in BLUE ASH, OH, registered since 2026. The firm employs 4 employees and 3 investment...

Union Strategic Advisors

UNION STRATEGIC ADVISORS is an SEC-registered investment adviser in BLUE ASH, OH, registered since 2026. The firm employs 4 employees and 3 investment advisers. It operates from a single location.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Union Strategic Advisors?

Investment decision-makers at Union Strategic Advisors are not publicly identified. No named principals or CIOs appear in accessible SEC filings or industry coverage.

What is the AUM of Union Strategic Advisors?

Union Strategic Advisors has not publicly disclosed its AUM. No filing or press release provides a figure. The AUM band is classified as Undisclosed.

What investment strategy does Union Strategic Advisors employ?

No specific investment strategy, asset allocation mix, or stage preference has been publicly described by the firm. Available sources do not detail equity, fixed income, or alternative asset exposure.

Is Union Strategic Advisors a single family office or a multi-client RIA?

Based on SEC registration, Union Strategic Advisors appears to operate as an RIA serving multiple clients, but its ownership structure—whether it is aligned with a particular family or is independent—is not publicly known.

Where is Union Strategic Advisors headquartered?

A headquarters address for Union Strategic Advisors is not confirmed in public records. No office location has been disclosed in SEC or state filings accessible through open sources.

How does Union Strategic Advisors source proprietary deal flow?

No information exists in public sources on how Union Strategic Advisors sources proprietary opportunities or whether it engages in direct co-investments alongside GPs.

Does Union Strategic Advisors maintain philanthropic or family office structures?

There is no public record of a philanthropic foundation or separate family office vehicle associated with Union Strategic Advisors.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles