UPSIDE PARTNERSHIP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MILL VALLEY, California
CRD number
172594
Registered since
December 5, 2024

Firm profile

FINTRX

Overview

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

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

1 of 1
  • STANFORD GOLDMAN

    DirectorCRD 6386579

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth