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Type	Result	AUM

James Upchurch
Firm
Address	11766 Wilshire Blvd 850 Los Angeles, CA 90025
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Caltius Equity Partners V LP	021-545771	Executive Officer		52.9 M
Health Payment Holdings LLC	021-310414	Director		2.0 M of 2.0 M
National Industrial Coatings Inc	021-150804	Director		6.5 M of 6.5 M
Nicoat Acquisitions LLC	021-150793	Director		13.5 M of 13.5 M
Caltius Capital Management LP
Caltius Equity Partners Executive IV LP	021-412027	Executive Officer		18.9 M	18.5 M
Caltius Equity Partners IV LP	021-412026	Executive Officer		34.0 M	36.6 M
Caltius Partners VI LP	021-433827	Executive Officer			82.5 M
Caltius Partners VI SBIC LP	021-423219	Executive Officer		102.6 M	253.2 M
Caltius Partners V SBIC LP	021-260857	Executive Officer		of 75.0 M	245.6 M
Caltius Partners Executive V LP	021-228887	Executive Officer		4.0 M of 10.0 M	3.2 M
Caltius Partners V-A LP	021-228881	Executive Officer		112.0 M of 500.0 M	24.2 M
Caltius Partners V LP	021-228883	Executive Officer		112.0 M of 500.0 M	66.5 M
Caltius Equity Partners Executive III LP	021-203306	Executive Officer		67.8 M of 207.5 M	6.3 M
Caltius Equity Partners III LP	021-203304	Executive Officer		67.8 M of 207.5 M	100.8 M
Caltius Partners Executive III LP	021-203306	Executive Officer		67.8 M of 207.5 M	0.3 M

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