UPTICK PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,063,169,479
Discretionary
$1,063,169,479
Non-discretionary
$0
Firm details
- CRD number
- 324250
- SEC file number
- 801-127235
- Main office
- NACOGDOCHES, TX, United States
- Employees
- 25
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.