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| Up Capital Management Inc
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|---|---|
| CRD # | 164692 |
| SEC # | 801-79503 |
| CIK # | 0002117787 |
| AUM | 212.6 M (2026-05-08) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 916-520-6420 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 25.3 | ||
| Western Digital Corp | 7.7 | ||
| Arista Networks Inc | 4.7 | ||
| Apple Inc | 1.5 | ||
| Palantir Technologies Inc | 1.0 | ||
| Hilton Worldwide Holdings Inc | 0.5 | ||
| Marriott International Inc /MD/ | 0.5 | ||
| Valero Energy Corp/Tx | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 38.9 |
| (b) Individuals (high net worth individuals) | 43 | 93.0 |
| (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 | 13 | 59.9 |
| (h) Charitable organizations | 0 | 10.0 |
| (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 | 6 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 420 | 212.6 |
| By Discretionary | ||
| Discretionary | 411 | 160.5 |
| Non-Discretionary | 9 | 52.0 |
| Total | 420 | 212.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.6 | |
| Total | 420 | 212.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002117787] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Elite Income Advisors Inc
✚
|
MD | 213.4 M |
|
AO Wealth Advisory LLC
✚
|
IA | 213.2 M |
|
Cygnet Financial Planning Inc
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|
MI | 212.9 M |
|
Sensenig Capital Advisors Inc
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|
PA | 212.9 M |
|
Larry Mathis Financial Planning LLC
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|
AZ | 212.8 M |
|
Urban Wealth Management Group LLC
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|
212.5 M | |
|
Brixton Capital Wealth Advisors LLC
✚
|
NY | 212.4 M |
|
Madrid Wealth Management LLC
✚
|
NM | 212.1 M |
|
Jamison Hanson Advisors LLC
✚
|
OR | 212.0 M |
|
Diamond Wealth Management LLC
✚
|
UT | 212.0 M |