UPHOLDINGS
  • UPHOLDINGS
  • UPHOLDINGS GROUP LLC

Adviser Profile

As of Date 07/26/2023
Registration status Registration Changed to UPHOLDINGS GROUP LLC
ADV Location NASHVILLE, TN, United States
Contact Info 650 xxxxxxx
Websites
AUM* 1,400,000
of that, discretionary 1,400,000
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 700,000
% High Net Worth 50.00%
SMA’s No
Private Funds 0 1

Adviser Type

- No longer eligible

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

12M 10M 9M 7M 5M 3M 2M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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