UPSTATE ADVISORS GROUP

Overview

Upstate Advisors Group is a small, corporate-structured advisory firm that focuses on portfolio management for businesses and institutions. The firm charges a mix of percentage-of-AUM and fixed fees and operates as an owner-led, unclassified adviser. Reported activity indicates a compact, concentrated business model: assets are managed on a discretionary basis and allocations are routed primarily through public funds and third‑party external managers rather than direct-stock active trading. Investment behavior skews toward pooled vehicles and external managers. Public mutual funds represent the dominant exposure, while alternatives—specifically real estate, commodities, and oil & gas—are used as complementary allocations through outside managers. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices