OUP MANAGEMENT CO., LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BALA CYNWYD, Pennsylvania
CRD number
312857
Registered since
March 4, 2021

Firm profile

FINTRX

Overview

OUP Management Co, LLC is a privately held investment adviser structured as a limited liability company and registered with the SEC in 2021. The firm’s public filings show two complementary lines of activity: active management of pooled private funds (acting as sponsor, general partner and managing member) and a modest public equity sleeve reflected in 13F disclosures. The firm is not flagged as an active ESG investor, does not identify as a multi-state adviser, and does not appear as a pension consultant. Its regulatory classification is unclassified and its owner type is domestic entity/individual. Investment activity points to a manager that allocates capital across venture/private fund structures while maintaining a concentrated set of publicly traded equity positions. Filings indicate a preference for concentrated public equity stakes rather than broad ETF exposure, and a meaningful operational focus on sponsoring and managing pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Claudia Dunnous

    Chief Financial OfficerCRD 7342072

Contacts

3 of 3
  • MARC SINGER

    Managing PartnerCRD 6041118

  • WILLIAM HARRINGTON

    Managing PartnerCRD 6177325

  • Matthew Cohen

    Managing PartnerCRD 7710158

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALA CYNWYD, PA

MONTGOMERY

Location

BALA CYNWYD, PA

Headquartered in BALA CYNWYD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
50 Monument Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth