Union Street Partners Llc
- Regulatory AUM
- $86.3M
- Discretionary
- $86.3M
- Clients
- 1
- Avg AUM / client
- $86.3M
- Accounts
- 1
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $86.3M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bernard Francis Mcginn | Elected Manager And Chief Investment Officer | CFA | Jan 1992 (35y) | ≈ 37.5% – 75% via Mcginn Investment Management, Inc. |
| Shawn Patrick Mclaughlin | Managing Member, Ceo, Chief Compliance Officer | Dec 2010 (16y) | 50% – 75% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mcginn Investment Management, Inc. | Shareholder | Dec 2010 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Bernard Francis Mcginn: 75% – 100% of Mcginn Investment Management, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 1.03 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗