Union Grove Venture Partners

Fee-Only (% of Portfolio)

UGVP Management provides investment advice to private investment funds and special purpose vehicles. UGVP makes investment decisions for some funds and provides recommendations for others. The funds typically invest in securities that are not publicly traded, including venture capital, private equity, and early-stage operating companies. UGVP tailors its services to the specific investment goals of each fund.

Assets Under Management$570M
Clients11
AdvisorsN/A
Avg. per Client$52M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Union Grove Venture Partners | TrueAdvisor