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| Happy Holidays!! thanks for using AUM13F!! |
| Uptick Partners LLC
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| CRD # | 324250 |
| SEC # | 801-127235 |
| CIK # | 0002005353 |
| AUM | $688.1 M (2025-07-21) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 936-800-0800 |
| Address | 777 East Austin Nacogdoches, TX 75965 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.8 | ||
| Amazon Com Inc | 4.9 | ||
| Apple Inc | 4.7 | ||
| Procter & Gamble Co | 2.9 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Nvidia Corp | 2.4 | ||
| Alphabet Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 443 | 142.0 |
| (b) Individuals (high net worth individuals) | 270 | 544.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,583 | 688.1 |
| By Discretionary | ||
| Discretionary | 2,583 | 688.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,583 | 688.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 688.1 | |
| Total | 2,583 | 688.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002005353] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parisi Gray Wealth Management LLC
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|
NJ | 0.7 |
|
Peterson Wealth Advisors LLC
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|
UT | 0.7 |
|
Amerant Investments Inc
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|
FL | 0.7 |
|
Atlas Private Wealth Advisors LLC
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|
NJ | 0.7 |
|
Arcadia Investment Management Corp
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|
MI | 0.7 |
|
Centerpoint Advisors LLC
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|
MA | 0.7 |
|
Victory Financial Group LLC
✚
|
TX | 0.7 |
|
Financial Focus LLC
✚
|
CA | 0.7 |
|
Verecan Capital Management Inc
✚
|
0.7 | |
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |