Union Square Park Capital Management, LLC

Fee-Only (% of Portfolio)

Union Square Park Capital Management manages investments for a private investment fund known as Union Square Park Partners. Union Square Park Capital Management focuses on obtaining total returns by investing in securities and derivatives of public companies, particularly micro-, small-, and mid-capitalization companies involved in corporate events like spin-offs, mergers, recapitalizations, and special situations. The firm employs various investment strategies including long and short equity positions, special purpose acquisition companies, private investments in public equity, options, futures, swaps, and leverage. Union Square Park Capital Management is principally owned and controlled by Leon M. Zaltzman. The firm primarily serves family offices, high net worth individuals, and foundations.

Assets Under Management$150M
Clients1
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.38%

The firm charges a quarterly management fee of 0.375% (approximately 1.5% annualized). An affiliate is also entitled to a 20% performance-based allocation of capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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