RIA Intel›Advisers›Delaware›UPLAND CAPITAL MANAGEMENT

UPLAND CAPITAL MANAGEMENT

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$953K

across 10 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

PROFORZA ADVISORS LLC

$10M

AMWH ASSET MANAGEMENT LLC

$10M

FIVE STONE CAPITAL, LLC

$10M

INDEX PORTFOLIO TOOLS ADVISORS

$9M

GAARD CAPITAL LLC

$9M

GUARASCIO CONSULTANTS, LLC

$9M

Get the full picture on UPLAND CAPITAL MANAGEMENT

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track UPLAND CAPITAL MANAGEMENT and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans