Upland Capital Management, LLC

Overview

Upland Capital Management, LLC is a small, fee-based advisory firm that manages portfolios for individuals and families and performs selection of other advisers when clients need specialized capabilities. The firm operates on a discretionary basis and appears to favor delegated solutions: its ADV indicates portfolio management for individuals/small businesses alongside the use of outside managers rather than a homegrown, in-house-only lineup. Investment activity centers on pooled, professionally managed public funds rather than a heavy lineup of direct equities. The firm is not an active ESG investor and does not report pension consulting or multi-state advisory footprints. Given the concentrated client base and modest assets, Upland Capital Management emphasizes tailored relationships and selective use of third-party strategies to extend its investment menu.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices