SourcingSourcing

UNION STREET PARTNERS LLC

A65
CRD 156148·SEC 801-72120·ALEXANDRIA, VA
AUM
$86.3M
$25M-$100M
Est. Revenue
$863K
@ 1% on AUM
Est. EBITDA
$259K
@ 30% margin
Est. Deal Value
$2.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNION STREET PARTNERS LLC
CRD
156148
SEC file #
801-72120
EIN
821686453
DBA names
—

Economics

AUM
$86.3M
AUM band
$25M-$100M
AUM trajectory
'20'26
$29.2M → $86.3M▲ +196%
Client mix
Investment Companies1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ALEXANDRIA VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCLAUGHLIN, SHAWN, PATRICK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCLAUGHLIN, SHAWN, PATRICK
MCGINN INVESTMENT MANAGEMENT,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001709444
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-06-19
Edgar Last Filing Date
2017-06-19
Edgar Form D Count
1
Edgar Form D Offerings
2017-06-192017-06-19 · 0001709444-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
960 SW DISK DRIVE STE. 104BEND, OR 97702
Business
960 SW DISK DRIVE STE. 104BEND, OR 97702
Edgar EIN
821686453
Edgar Recent Filings
D2017-06-19 · 0001709444-17-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1232710
Trust Company Affiliate
No

People (2)

2
MCLAUGHLIN, SHAWN, PATRICK
Direct Owner · 62.5%
1232710
MCGINN, BERNARD, FRANCIS
Executive Officer · 2.5%
1062218