UPWEST LABS MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
297392
Registered since
June 19, 2018

Firm profile

FINTRX

Overview

Upwest Labs Management, LLC is organized as a limited liability company and has been SEC-registered since 2018. The firm functions primarily as an adviser to private investment vehicles rather than as a traditional retail wealth manager: its reported activity centers on managing pooled venture capital funds rather than maintaining individual client advisory accounts. Regulatory disclosures classify the firm as unclassified, list the owner type as individual, and indicate it is not a multi-state adviser, not an active ESG investor, and not a pension consultant. The firm’s footprint in the market appears focused on venture capital fund management. With seven private funds under advisement and no reported retail client accounts, Upwest Labs Management operates as a sponsor/manager of alternative investment vehicles rather than as a conventional RIA handling household portfolios.

Assets & Accounts

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

2 of 2
  • Shlomit Galili

    Founding PartnerCRD 6976740

  • Gil Ben-Artzy

    Founding PartnerCRD 6976732

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
550 California Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth