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UNION GROVE VENTURE PARTNERS
Legal name: UGVP MANAGEMENT, LLC
CRD 170880File 801-79915
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$634.9M
Above cohort median (national)
Discretionary AUM
$333.8M
Non-discretionary $301.0M
Clients
11
11 accounts
Employees
2
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 19, 2014
- Principal office
- 47 MAPLE ST., SUITE 106, SUMMIT, NJ, 07901
- Phone
- 866-491-8550
- Website
- HTTP://WWW.UGVP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $634.9M
- Discretionary AUM
- $333.8M
- Non-discretionary AUM
- $301.0M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 7
- Total accounts
- 11
- AUM per client
- $57.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $634.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.