Upholdings Group LLC

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Upholdings Group LLC
CRD #301340
SEC #801-119773
CIK #
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone615-669-8699
Address3819 Harding Pl
Nashville, TN 37215
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
151296302009201420192025
Type Form D Funds Date Sold AUM
Other The Compound Kings Fund 2023-06-02 0.1 M
HF Upholdings Flagship Fund 2020-10-12 1.5 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1 1.3
(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 1 0.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 2 1.4
By Discretionary
Discretionary 2 1.4
Non-Discretionary 0 0.0
Total 2 1.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.4
Total 2 1.4
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
Fund TypesHedge Fund
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