UP CAPITAL MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$212,564,382
Discretionary
$160,526,988
Non-discretionary
$52,037,394
Firm details
- CRD number
- 164692
- SEC file number
- 801-79503
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.