UPTICK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- LAKE OSWEGO, Oregon
- CRD number
- 328602
- Registered since
- October 5, 2023
Firm profile
FINTRXOverview
Uptick Capital Management, LLC is a limited liability company that registered with the SEC in 2023 and operates as an investment adviser focused on managing pooled private vehicles. The firm is classified as an "Other Investment Adviser" and is neither positioned as a capital allocator nor a pension consultant. Uptick does not identify as an active ESG investor and is not registered as a multi-state adviser. Its public-facing profile indicates a manager-first business model centered on private funds rather than traditional advisory relationships with individual retail clients. Investment activity centers on hedge fund management and pooled-vehicle strategies. The firm is structured to serve a small group of fund investors across a handful of funds, which suggests a focus on strategy execution and fund-level portfolio construction rather than broad wealth-management services or high-volume advisory account management.
Assets & Accounts
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
Owners & executives
1 of 1SCOTT THOMPSON
CIOCRD 2821414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE OSWEGO, OR
CLACKAMAS
Location
LAKE OSWEGO, OR
Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLACKAMAS
- Address
- 310 N State St
- Time zone
- PT (UTC-8)
- Office locations
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