OUP MANAGEMENT CO., LLC
Firm details
- Headquarters
- BALA CYNWYD, Pennsylvania
- CRD number
- 312857
- Registered since
- March 4, 2021
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Claudia Dunnous
Chief Financial OfficerCRD 7342072
Contacts
3 of 3MARC SINGER
Managing PartnerCRD 6041118
WILLIAM HARRINGTON
Managing PartnerCRD 6177325
Matthew Cohen
Managing PartnerCRD 7710158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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