Uplift

RIASEC RegisteredEst. 2025
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$181M
Accounts
6
Employees
17
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 is organized as a limited partnership that operates private equity funds and manages pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member on those vehicles, taking an active manager role rather than acting solely as a passive allocator. Its advisory mandate is focused on portfolio management for pooled investment vehicles and it charges a combination of percentage-of-assets fees and performance-based fees. Uplift is registered with the SEC as of 2025. The firm reports an institutional client base and does not identify as an active ESG investor. It is not characterized as a multi-state adviser or a pension consultant in the provided data.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Lauren Johnson

    Lauren Johnson

    Chief Financial Officer - CorporateCRD 5880763

Contacts

3 of 3
  • William Hausberg

    Managing PartnerCRD 8072273

  • Bradley Skaf

    Bradley Skaf

    Managing PartnerCRD 5682575

  • Douglas Rosenstein

    Douglas Rosenstein

    Managing PartnerCRD 5556128

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

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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