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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Lauren Johnson
Chief Financial Officer - CorporateCRD 5880763
Contacts
3 of 3William Hausberg
Managing PartnerCRD 8072273

Bradley Skaf
Managing PartnerCRD 5682575

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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