UPSPRING CAPITAL LLC

Overview

Upspring Capital LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm runs discretionary portfolios for the bulk of its client base and combines traditional portfolio management with financial planning, pooled-vehicle management and selection of third‑party advisers. Its fee model uses both percentage-of-AUM billing and the ability to negotiate performance-based fees for certain mandates and pooled products. Investment posture is equity‑tilted, with a meaningful allocation to exchange‑traded securities alongside private market and commodity exposures. The firm does not position itself as an ESG-focused manager. Services extend beyond individual and small-business accounts to include management for pooled investment vehicles and advisory work for institutional or business clients.

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Public Holdings

Investments & Alternatives

Location & Offices