RIA Intel›Advisers›UP CAPITAL MANAGEMENT, INC.

UP CAPITAL MANAGEMENT, INC.

Advisory

N·

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$213M
1-Year AUM Growth
+5.2%
3-Year CAGR
-6.4%
Employees
2
Assets Under Management
Total AUM$213M
Discretionary AUM$161M
Non-Discretionary AUM$52M
Discretionary %75.5%
Total Clients208
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingMar 27, 2014
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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