UPSIDE PARTNERSHIP
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 172594
- Registered since
- December 5, 2024
- Website
- upsidevc.com
Firm profile
FINTRXOverview
Upside Partnership is organized as a limited liability company and registered with the SEC in 2024. The firm is owned by a combination of a domestic entity and individuals and is classified in the data as unclassified. It does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multistate adviser, pension consultant, or related adviser. The firm serves in sponsor and general partner roles and acts as managing member of pooled investment vehicles, indicating its primary activity is forming and operating private funds rather than acting as a traditional retail or institutional advisory platform.
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
Contacts
1 of 1STANFORD GOLDMAN
DirectorCRD 6386579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILL VALLEY, CA
MARIN
Location
MILL VALLEY, CA
Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 495 Miller Ave
- Time zone
- PT (UTC-8)
- Office locations
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