|
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| UP Capital Management Inc
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|
|
|---|---|
| CRD # | 164692 |
| SEC # | 801-79503 |
| CIK # | |
| AUM | $186.6 M (2025-02-25) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 916-520-6420 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 56.1 |
| (b) Individuals (high net worth individuals) | 36 | 74.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 47.0 |
| (h) Charitable organizations | 0 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 186.6 |
| By Discretionary | ||
| Discretionary | 368 | 139.6 |
| Non-Discretionary | 8 | 47.0 |
| Total | 376 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.6 | |
| Total | 376 | 186.6 |
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|---|---|---|
|
Sensenig Capital Advisors Inc
✚
|
PA | 0.2 |
|
Cygnet Financial Planning Inc
✚
|
MI | 0.2 |
|
Regatta Research & Money Management LLC
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|
LA | 0.2 |
|
Quest 10 Wealth Builders Inc
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|
NC | 0.2 |
|
Closed-End Fund Advisors Inc
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|
VA | 0.2 |
|
Financial Investment Team Inc
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|
OR | 0.2 |
|
Mandalay Financial LLC
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|
TX | 0.2 |
|
Hughes Warren Inc
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|
OK | 0.2 |
|
Nestlerode & LOY Inc
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|
PA | 0.2 |
|
Mosley Wealth Management Inc
✚
|
CA | 0.2 |