Union Grove Venture Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Summit, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $635M in regulatory assets under management, 2 employees, 3 offices, and 11 accounts.
Assets Under Management
$635M
Employees
2
Offices
3 offices
Total Clients
11
Primary office
SUMMIT, NJ
47 MAPLE ST., SUITE 106, SUMMIT, NJ, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$635Mas of March 31, 2026
Discretionary52.6%
$334M
53% of total RAUM52.6%
Non-discretionary47.4%
$301M
47% of total RAUM47.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$635M
Total Accounts11
10Y AUM Change+$233M (+58.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee6:1
10Y Employee Change-1 (-33.3%)
* 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.