Union Square Investment Co
- Regulatory AUM
- $361M
- Discretionary
- $358M
- Clients
- 24
- Avg AUM / client
- $15.1M
- Accounts
- 26
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $1.2M | 0.32% |
| High net worth individuals | 13 | $113M | 31.2% |
| Pooled investment vehicles (non-investment companies) | 2 | $243M | 67.3% |
| Charitable organizations | 3 | $4.5M | 1.24% |
| Corporations and other businesses | 1 | $0 | — |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $237M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Golden Bay Investment Fund, Llc | Other Private Fund | Wyoming | $237M | 5 |
| Golden Bay Investment Fund Ii, Llc | Other Private Fund | Wyoming | $0 | 0 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander Hamilton Schilling | Director/Chairman | Nov 2002 (24y) | 75% or more | |
| John Michael Olson | Coo, Cco | CFA | May 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $237M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Golden Bay Investment Fund, Llc | Other Private Fund | $237M | $0 | 5 |
| Golden Bay Investment Fund Ii, Llc | Other Private Fund | $0 | $0 | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $33.7M (9% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗