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UP CAPITAL MANAGEMENT, INC.
UP CAPITAL MANAGEMENT, INC. was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-08, it...
Overview
UP CAPITAL MANAGEMENT, INC. was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-08, it reported 4 employees; 420 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Registered Investment Adviser
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