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UGVP MANAGEMENT, LLC
UGVP MANAGEMENT, LLC
UNION GROVE VENTURE PARTNERS
SUMMIT, New Jersey
·
3 registered advisors
·
CRD# 170880
SEC# 801-79915
3
866-491-8550
01
Firm Overview
AUM
$622M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at UGVP MANAGEMENT, LLC
3 registered advisors
Gregory Harper Bohlen
CHAPEL HILL, North Carolina
CRD# 2154113
John Armistead Spilman
CHAPEL HILL, North Carolina
CRD# 2318135
Patrick Andrew Cairns
CHAPEL HILL, North Carolina
CRD# 2776852
05
Office Locations
CHAPEL HILL, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. UGVP MANAGEMENT, LLC (CRD# 170880) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.