UPMARKET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
336095
Registered since
July 3, 2025

Firm profile

FINTRX

Overview

Upmarket Management LLC operates as a limited liability company and is registered with the SEC as of 2025. The firm is classified as unclassified and does not serve as a capital allocator. It engages in various business and advisory activities, although specific details regarding its client base and fee structure are not disclosed. The firm is not identified as an active ESG investor and does not function as a multi-state adviser or pension consultant. Upmarket Management LLC is affiliated with several industry sectors, including broker-dealer activities and managing pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • ROBERT DANIELS

    Chief Compliance OfficerCRD 5437527

Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
1325 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth