UPMARKET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 336095
- Registered since
- July 3, 2025
Firm profile
FINTRXOverview
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
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 1ROBERT DANIELS
Chief Compliance OfficerCRD 5437527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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