Investment adviser · CRD 163066

UNION CAPITAL CORPORATION

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

UCC-MA PARTNERS, LLC

GREENWICH, CT, United States · Form ADV filed Apr 1, 2019

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

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.

UCC-KP INVESTMENT, LLCPrivate Equity Fund · Last reported Apr 1, 2019$28MGross asset value

Form D fundraising filings

UCC-KP INVESTMENT, LLC

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-1133433222
Reported beneficial owners
9
Minimum commitment
$500K
Form D file number
021-242476

Form ADV 1291583 · Apr 1, 2019 · 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.

UCC-LRS INVESTMENT, LLCPrivate Equity Fund · Last reported Apr 1, 2019$750KGross asset value

Form D fundraising filings

UCC-LRS Investment, LLC

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-3169430372
Reported beneficial owners
10
Minimum commitment
$500K
Form D file number
021-151884

Form ADV 1291583 · Apr 1, 2019 · 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.

UCC-RUDY'S INVESTMENT , LLCPrivate Equity Fund · Last reported Apr 1, 2019$100KGross asset value

Form D fundraising filings

UCC-RUDY'S INVESTMENT, LLC

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-1675826683
Reported beneficial owners
26
Minimum commitment
$50K
Form D file number
021-255116

Form ADV 1291583 · Apr 1, 2019 · 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.

UCC-MA INVESTMENT, LLCPrivate Equity Fund · Last reported Apr 1, 2019$50KGross asset value
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-2813080491
Reported beneficial owners
10
Minimum commitment
$500K

Form ADV 1291583 · Apr 1, 2019 · 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.

UCC-MKTG INVESTMENTS, LLCPrivate Equity Fund · Last reported Mar 12, 2014$17.5MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6309357144
Reported beneficial owners
5
Minimum commitment
$500K

Form ADV 797406 · Mar 12, 2014 · 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: Apr 1, 2019. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

485 WEST PUTNAM AVENUE
GREENWICH, CT, 06830, United States

CRD 163066

Filing source

Form ADV 1291583 · Apr 1, 2019 · 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.