Overview
                                    
                                    
                                        
                                            Union Park Capital Management, L.P. (“Union Park”) is an SEC-registered investment 
adviser with its principal place of business in Boston, Massachusetts.  We have been in 
business since 2013.  The firm’s registration with the SEC does not imply any particular 
level of skill or training by our firm or employees or that the SEC has endorsed our 
respective qualifications to provide investment advisory services.  Morgan Jones and 
Peter McGuire are Union Park’s principal owners and are also limited partners. 
Union Park provides investment management services to Private Equity Funds and 
certain parallel co-investors (hereinafter collectively, "the Funds").  Unlike other types of 
private funds, such as hedge funds, private equity funds receive unfunded capital 
commitments from investors during one or more initial fundraising stages, after which 
the funds are generally closed to new investors.  The fund manager will then call on 
investors to make capital infusions (each a “drawdown”), based on their commitments, to 
support the fund’s investments once those investments have been identified and fully 
vetted through an extensive due diligence and negotiation process.  Investments made for 
the Funds are generally, but not exclusively, in private, illiquid securities.   
Union Park is focused solely on lower middle-market Industrial Technology companies. 
We partner with management teams to cultivate businesses through a combination of 
organic growth and careful strategic add-on acquisitions. Union Park will typically 
pursue equity investments of between $10 million and $50 million, generally focusing on 
platform businesses with $10 million to $75 million in revenue. We will also invest larger 
amounts on occasion with support from our partners. Add-on acquisitions for our 
platform companies will typically range from $1 million to $50 million of revenue. We 
will consider companies that are profitable and those that have been historically 
profitable but have temporarily encountered headwinds and are underperforming in some 
manner. Our specialization enables us to play a decisive role in portfolio company 
management and operations
                                        
                                        
                                             while maintaining perspective on valuations, financing 
parameters and exit/liquidation potential.  For each Fund, Union Park performs in-depth 
due diligence regarding investments, structures and prices of prospective portfolio 
companies and add-on acquisitions to portfolio companies, works closely with portfolio 
companies to provide strategic, operating, marketing and financial advice and identifies 
multiple exit options prior to an initial investment.  
Union Park leverages its extensive industry knowledge and contacts to identify 
investment opportunities for the Funds.    The investment objective of the Funds is to 
seek long-term capital appreciation over the course of each Fund’s term, generally ten 
years from the final closing, subject to limited extensions at the discretion of the General 
Partner and/or requisite investor approval to permit the orderly liquidation of a Fund.  
Union Park mostly sources investment opportunities directly, but may also utilize 
affiliated and unaffiliated third parties, including traditional investment banks, brokers, 
and placement agents.   
The Funds are not required to register under the Securities Act of 1933 or the Investment 
Company Act of 1940 in reliance upon certain exemptions available to issuers whose 
securities are not publicly offered. We manage the Funds on a discretionary basis in 
accordance with the terms and conditions of each Fund's offering and organizational 
documents.   
ASSETS: As of December 31, 2023, Union Park had approximately $654 million in 
discretionary regulatory assets under management.  Union Park does not manage any 
assets on a non-discretionary basis. 
IMPORTANT ADDITIONAL CONSIDERATIONS: The information provided herein 
merely summarizes the detailed information provided in each Fund’s offering and 
organizational documents.  Current Fund investors and prospective investors in any new 
Fund launched by Union Park should be aware of the substantial risks associated with 
investment as well as the terms applicable to such investment.  This and other detailed 
information is provided in the appropriate Fund offering and organizational documents.