Investment adviser · CRD 285154

UNION CAPITAL ASSOCIATES, L.P.

Investment adviser filing (IA)

GREENWICH, CT, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$722M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
28
Reported in this filing
Advisory professionals
26
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles5$721,532,007100.0%
Filing source

Form ADV 2073817 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

UNION CAPITAL EQUITY PARTNERS III, LPPrivate Equity Fund · Last reported Mar 27, 2026$333MGross asset value
Fund administrator APEX GROUP LTD NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian CIBC BANK US CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

CIBC BANK US
LEI FDXQ75GPEQKRPWABYN63

Fund details & source
Fund ID
805-4509603269
Reported beneficial owners
25
Minimum commitment
$250K
Form D file number
021-403317

Form ADV 2073817 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNION CAPITAL EQUITY PARTNERS II, LPPrivate Equity Fund · Last reported Mar 27, 2026$267MGross asset value

Form D fundraising filings

Union Capital Equity Partners II, L.P.

Fund administrator APEX GROUP LTD NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian CIBC BANK US CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

CIBC BANK US
LEI FDXQ75GPEQKRPWABYN63

Fund details & source
Fund ID
805-5724746881
Reported beneficial owners
37
Minimum commitment
$250K
Form D file number
021-276326

Form ADV 2073817 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNION CAPITAL EQUITY PARTNERS III-A, LPPrivate Equity Fund · Last reported Mar 27, 2026$121MGross asset value
Fund administrator APEX GROUP LTD NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian CIBC BANK US CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

CIBC BANK US
LEI FDXQ75GPEQKRPWABYN63

Fund details & source
Fund ID
805-7711645863
Reported beneficial owners
20
Minimum commitment
$250K
Form D file number
021-40331701

Form ADV 2073817 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNION CAPITAL EQUITY PARTNERS IV-A, LPPrivate Equity Fund · Last reported Mar 27, 2026$0Gross asset value

Form D fundraising filings

Union Capital Equity Partners IV-A, L.P.

Marketer MONUMENT GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Fund details & source
Fund ID
805-7507750980
Reported beneficial owners
0
Minimum commitment
$250K
Form D file number
021-571995

Form ADV 2073817 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

UNION CAPITAL EQUITY PARTNERS IV, LPPrivate Equity Fund · Last reported Mar 27, 2026$0Gross asset value

Form D fundraising filings

Union Capital Equity Partners IV, L.P.

Marketer MONUMENT GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Fund details & source
Fund ID
805-4202874944
Reported beneficial owners
0
Minimum commitment
$250K
Form D file number
021-571994

Form ADV 2073817 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

124 MASON ST STE 102
GREENWICH, CT, 06830-2613, United States

CRD 285154

Filing source

Form ADV 2073817 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.