UPLIFTING CAPITAL
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 321054
Firm profile
FINTRXOverview
Uplifting Capital is a limited liability company that concentrates its activity in private markets and fund sponsorship. The firm serves as a sponsor, general partner and managing member of pooled investment vehicles, and its public filings show a focus on running and advising private funds rather than acting as a broad retail advisor. Uplifting Capital is not identified as an active ESG investor, is not multi-state registered, and is not positioned as a pension consultant or capital allocator in the classical sense. Investment preference skews to private equity and related private-market strategies, with the firm both advising funds and taking sponsor/GP roles that imply direct involvement in sourcing, structuring and managing private deals.
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
Owners & executives
2 of 2LINDA ASSANTE
CIO & Managing PartnerCRD 2631959
Toussaint Bailey
CEOCRD 6955049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 4040 Civic Center Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
BAY CITY CAPITAL GF XINDE INVESTMENT MANAGEMENT CO
Exempt Reporting AdvisorSAN RAFAEL, CA
AQT CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorSAN RAFAEL, CA
SEAGATE REALTY ADVISORS LLC
Exempt Reporting AdvisorSAN RAFAEL, CA
BAY CITY CAPITAL LLC
Exempt Reporting AdvisorSAN RAFAEL, CA
BRAVE CAPITAL MANAGEMENT LLC
Exempt Reporting AdvisorSAN RAFAEL, CA
DGA CAPITAL, LLC
Exempt Reporting AdvisorSAN RAFAEL, CA