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Stephen Timothy Grugeon

UNION SQUARE CAPITAL PARTNERS, LLC·KENNETT SQUARE, Pennsylvania
Unclaimed Profile
235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348CRD# 1260891Firm CRD# 288708
01

About

Stephen Timothy Grugeon is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with UNION SQUARE CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
UNION SQUARE CAPITAL PARTNERS, LLC
UNION SQUARE CAPITAL PARTNERS, LLC
AUM
$277M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at UNION SQUARE CAPITAL PARTNERS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1260891
Firm CRD# 288708
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Timothy Grugeon offer?
Stephen Timothy Grugeon specializes in Investment Management, Fee-Only Advisory. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are Stephen Timothy Grugeon's credentials?
Stephen Timothy Grugeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Timothy Grugeon located?
Stephen Timothy Grugeon is based in KENNETT SQUARE, Pennsylvania, working with UNION SQUARE CAPITAL PARTNERS, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does Stephen Timothy Grugeon charge for services?
Stephen Timothy Grugeon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNION SQUARE CAPITAL PARTNERS, LLC?
UNION SQUARE CAPITAL PARTNERS, LLC has approximately 9 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KENNETT SQUARE
Matthew Todd O'leary — CHATHAM INVESTMENT ADVISORS, LLCDavid James Sweeney — CHATHAM INVESTMENT ADVISORS, LLCMichael Steven Demarco — CHATHAM INVESTMENT ADVISORS, LLCMatthew Paul Henry — UNION SQUARE CAPITAL PARTNERS, LLCJ Michael Bontrager — CHATHAM INVESTMENT ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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