UPLIFT
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4BRADLEY SKAF
Managing PartnerCRD 5682575
Jillian Mederos
Vice PresidentCRD 5680811
DOUGLAS ROSENSTEIN
Managing PartnerCRD 5556128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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