UPPER90

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$35.7M
Accounts
31
Employees
18
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • GREGORY VILKIN

    CFO and CCOCRD 4763695

Contacts

3 of 3
  • WILLIAM LIBBY

    Managing PartnerCRD 4694933

  • WILLIAM GEIST

    Managing PartnerCRD 5547075

  • JASON FINGER

    Managing PartnerCRD 7359032

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth