UPLIFT

RIASEC RegisteredEst. 2025
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$115M
Accounts
2
Employees
8
Advisory reps
4

Firm details

Headquarters
DARIEN, Connecticut
CRD number
335515
Registered since
May 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Uplift operates as a limited partnership that functions primarily as a private equity fund sponsor and manager for pooled investment vehicles. The firm is positioned to serve institutional clients and acts as sponsor, general partner and managing member of the funds it advises. Uplift’s investment activity centers on private markets—direct and pooled private equity commitments, private placements and private credit—with the firm deploying capital through vehicles it controls and by allocating to third‑party alternative managers when appropriate. Investment alignment is built around traditional private fund economics: a percentage‑of‑assets fee coupled with performance‑based fees. Uplift does not position itself as an active ESG investor, and its registered activity focuses on portfolio management for pooled vehicles rather than retail advisory or multi‑state retail distribution.

Assets & Accounts

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

Contacts

3 of 4
  • BRADLEY SKAF

    Managing PartnerCRD 5682575

  • Jillian Mederos

    Vice PresidentCRD 5680811

  • DOUGLAS ROSENSTEIN

    Managing PartnerCRD 5556128

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
23 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth