Firm profile

UNION STREET PARTNERS LLC

ALEXANDRIA, VACRD 156148Latest ADV February 12, 2026

Union Street Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated February 12, 2026, reports $86M in regulatory assets under management, 2 employees, 1 office, and 1 account.

Assets Under Management
$86M
Employees
2
Offices
1 office
Total Clients
<5
Primary office
ALEXANDRIA, VA
1421 PRINCE STREET, SUITE 200, ALEXANDRIA, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(703) 684-9222
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CEOShawn P. Mclaughlin
CCOShawn P. Mclaughlin
CIOBernard F. Mcginn

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$86Mas of February 12, 2026
Discretionary100.0%
$86M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$86M
Total Accounts1
10Y AUM Change+$60M (+224.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee1:1
10Y Employee Change-4 (-66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.