Up Holdings LLC - Assets, Funds, Holdings
Up Holdings LLC
CRD # 172594 SEC # 802-131765 CIK # AUM
Employees
Fees Minimum
Phone 415-294-1342 Address 495 Miller Avenue Source
[IAPD]
[Website] [LinkedIn]
Total AUM ($)
1.0 0.8 0.6 0.4 0.2 0.0 2010 2015 2021 2027
Type
Form D Funds
Date
Sold
AUM
VC
Upside Partnership II LP
[2024-12-05]
Offered $42,500,000 · Filed 2016-03-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $42,500,000 · Duration One year or less · Revenue Not Applicable
VC
Upside Partnership I LP
[2024-12-05]
Offered $30,650,000 · Filed 2014-07-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Not Applicable
VC
Upside Partnership Wellness LP
[2024-12-05]
Offered $3,000,000 · Filed 2023-03-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $1,633,805 · Duration One year or less · Revenue No Revenues
AUM Breakdown
Accounts
AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
Form D Directors
Role
# Filings
# Firms
2011 - 2026
Stanford Goldman Executive Officer
3
1
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