Upslope Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288497
- Website
- www.upslopecapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles83.59%
- HNWI10.6%
- Individuals5.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Upslope Capital Management, LLC is organized as an LLC and operates as a hedge fund manager that bills institutional clients while also reporting advisory capabilities for individuals, small businesses and pooled investment vehicles. The firm charges asset-based fees and can collect performance fees. Their stated activities focus on portfolio management rather than broader capital allocation or pension consulting. They are not designated as an active ESG investor and are not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents7%
- Derivatives4%
Contacts
1 of 1
George Livadas
Portfolio Manager, Managing PartnerCRD 4872098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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