UPRISING MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
174730
Registered since
February 6, 2015

Firm profile

FINTRX

Overview

Uprising Management, LLC is an SEC-registered limited liability company that acts primarily as a sponsor and general partner of pooled investment vehicles. Registered in 2015, the firm is structured as an individually owned manager and is classified in FINTRX data as an adviser that operates through private funds rather than through retail advisory accounts. FINTRX does not identify the firm as a multi-state adviser, an ESG-focused investor, a pension consultant, or a separate capital allocator.

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

Contacts

3 of 3
  • ANDY LAM

    Co-Founder & PartnerCRD 6443095

  • TABREEZ VERJEE

    PartnerCRD 6443097

  • SAAD KHAN

    Co-Founder & PartnerCRD 4584812

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
548 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth