|
⚲
|
| Upholdings Group LLC
✚
|
|
|---|---|
| CRD # | 301340 |
| SEC # | 801-119773 |
| CIK # | |
| AUM | $7.2 MM (2023-02-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 615-669-8699 |
| Address | 3819 Harding Pl Nashville, TN 37215 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Upholdings Flagship Fund | 2020-10-12 | 1.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 7.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 7.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 7.2 |
| Total | 1 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.2 | |
| Total | 1 | 7.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Excelsior Investment Advisors LLC
✚
|
NY | 0.0 |
|
Bantam Inc
✚
|
NY | 0.0 |
|
Argos Global Advisors LLC
✚
|
CA | 0.0 |
|
Strategic International Limited
✚
|
OH | 0.0 |
|
KCPS Capital Management Ltd
✚
|
0.0 | |
|
R Cubed Global Capital LLC
✚
|
FL | 0.0 |
|
Bellwood Capital Fund Advisors LLC
✚
|
0.0 | |
|
Taylor Hoffman Capital Management LLC
✚
|
VA | 0.0 |
|
Amberwave Partners Research and Management LLC
✚
|
NY | 0.0 |
|
HDI Capital LLC
✚
|
0.0 |