32 Parking Plaza
Suite 506
Ardmore, PA 19003

Driving More Effective
Stewardship of Capital

From new investment offices looking to build an operations platform from the ground up to established ones seeking to optimize processes and systems, we help you achieve more accurate and timely insight, operate efficiently, and stay accountable to your goals.

Who We Serve

Experience Across the Institutional and Alternative
Investment Landscape

See some examples of the types of investment offices we serve at Union Park.

Asset Allocators

Investment Advisory Firms
Family Offices

Asset Managers

Real Estate
Hedge Funds
Private Equity
What We Deliver

Building Effective Platforms, Processes, and Teams

Operations Transformation & Optimization
Vendor Selection & Implementation
Data Management & Migration
Project Management
Operational Maintenance

Working with Union Park Consulting

You are new and need to build investment operations from the ground up.

You know optimization is needed, but aren't sure where to start.

You have your needs defined, but are seeking help with implementation.

After working to understand your needs and objectives, we can design and implement a complete, sustainable investment operations platform that enables you to meet your mandate.
We can take you through an in-depth discovery process that leads to a plan and corresponding implementation that optimizes your investment operations.
We can guide your project from start to finish, offering services comprising data migration, system configuration, testing, training, and project management.

Throughout the process of designing a best-in-class and scalable back office, Union Park proved to be a strategic partner, offering excellent support during vendor evaluation, negotiation, and the hiring and onboarding of a new operations professional.

Chief Investment Officer, Foundation

Independent, Unbiased Perspective

We don't take fees from vendors. Pair that fact with our comprehensive expertise across a wide array of service providers and technology platforms and it means unfiltered advice grounded in helping you achieve results.

Sample Service Providers

Sample Technology Platforms

Everything we do is centered on results.

Looking to optimize your investment operations?