UNION POINT ADVISORS, LLC
SEC file number 801-78234
· SAN MATEO, CA
https://unionpointtulsa.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$423.9M
Discretionary AUM
$423.9M
Employees
12
Clients
—
Firm
- Address
- 155 BOVET ROAD
SAN MATEO, CA 94402 - Phone
- —
- Website
- https://unionpointtulsa.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- 431 UNION ST MEMBERS LLC Low name-match confidence · CIK 2150413 · NY
- 590 Union LLC Low name-match confidence · CIK 2098396 · NY
- American First Credit Union Low name-match confidence · CIK 2099259 · CA
- Carter Federal Credit Union Low name-match confidence · CIK 2089954 · LA
- Communion Inc. Low name-match confidence · CIK 2067226 · NY
- Copper State Credit Union Low name-match confidence · CIK 2133883 · AZ
- First Harvest Federal Credit Union Low name-match confidence · CIK 2154796 · NJ
- Fund III, a series of Union Capital Partners Group, LP Low name-match confidence · CIK 2075940 · WA
- Griffin Capital (Union - Kansas City, MO) DST Low name-match confidence · CIK 2104228 · CA
- Gulch Union REIT Property, L.P. Low name-match confidence · CIK 2104091 · CA
- Harborstone Credit Union Low name-match confidence · CIK 2084293 · WA
- Inspire Federal Credit Union Low name-match confidence · CIK 2017647 · PA
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Oct 9, 2026$59.9M
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431 UNION ST MEMBERS LLC · D · Sep 29, 2026$2.5M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Sep 28, 2026$59.9M
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First Harvest Federal Credit Union · D · Sep 15, 2026$6M
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Communion Inc. · D · Sep 3, 2026$10M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Jul 30, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Jul 21, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Jul 10, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Jun 26, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · May 29, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · May 21, 2026$59.9M
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Copper State Credit Union · D · May 15, 2026$10M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · May 14, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Apr 22, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Mar 30, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Mar 12, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Feb 27, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D/A · Feb 13, 2026$59.9M
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Griffin Capital (Union - Kansas City, MO) DST · D · Jan 23, 2026$59.9M
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Gulch Union REIT Property, L.P. · D · Jan 14, 2026$125K
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Fund III, a series of Union Capital Partners Group, LP · D · Jan 9, 2026$5M
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American First Credit Union · D · Dec 29, 2025$25M
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590 Union LLC · D · Dec 5, 2025$5.5M
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Carter Federal Credit Union · D · Oct 7, 2025$7.5M
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Harborstone Credit Union · D · Sep 24, 2025$20M