UPPER90
Firm details
- Headquarters
- PROVIDENCE, Rhode Island
- CRD number
- 304179
- Registered since
- August 6, 2020
- Website
- upper90.io
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Upper90 operates as a limited partnership focused on pooled private equity strategies for institutional investors. The firm acts as sponsor and general partner on its funds and provides portfolio management for pooled investment vehicles rather than advising individual retail clients. Its product mix and business setup emphasize fund-level private equity investing with supplemental allocations to venture capital and real estate strategies, and the firm also uses corporate debt in support of its deal structures. Fee arrangements combine a percentage of assets under management with performance-based fees typical of private fund managers. Upper90 is structured to concentrate capital into discrete funds rather than serving a broad retail base. It is not positioned as a multi-state registered adviser or as an ESG-focused allocator, and it does not list pension consulting or related-adviser activities among its core services. The firm began SEC registration in 2020, and its owner profile is domestic entities and individuals aligned with the limited partnership model.
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 1GREGORY VILKIN
CFO and CCOCRD 4763695
Contacts
3 of 3WILLIAM LIBBY
Managing PartnerCRD 4694933
WILLIAM GEIST
Managing PartnerCRD 5547075
JASON FINGER
Managing PartnerCRD 7359032
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PROVIDENCE, RI
PROVIDENCE
Location
PROVIDENCE, RI
Headquartered in PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 269 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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