UP PARTNERS MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
309765
Registered since
July 7, 2020

Firm profile

FINTRX

Overview

Up Partners Management Company, LLC is an SEC-registered limited liability company that operates as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s regulatory profile (registered in 2020) and its activity as a sponsor/GP indicate a business built around managing private funds rather than providing retail advisory services. Up Partners does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant. Investment activity centers on private fund formation and management, with a clear emphasis on venture capital strategies. The firm’s classification is listed as unclassified, and its owner structure is domestic (entity and individual), which aligns with a compact, fund-focused operating model rather than a broad advisory platform serving individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • ADAM GROSSER

    Chairman and Managing PartnerCRD 6029771

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2828 Donald Douglas Loop N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth