# UPHOLDINGS

UPHOLDINGS is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** upholdings.com
- **LinkedIn:** https://www.linkedin.com/company/upholdings

## Regulatory record

- **CRD number:** 301340
- **SEC file number:** 801-119773
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301340

## About

Upholdings provides private wealth management for modern professionals. It helps high earners and their families align finances, invest with intention, and plan their legacies. The firm works across the entire balance sheet and coordinates compensation, investments, taxes, and estate. It is independently owned and accountable to its clients.

## People

- Robert Cantwell III — Founder & Chief Investment Officer
- Roman Puglise — CFP®, Partner & Lead Financial Planner
- Robert Cantwell III — Founder and Chief Investment Officer
- Roman Puglise — CFP®, Partner and Lead Financial Planner

## Questions

### Does UPHOLDINGS have any known investment focus?

No specific sector, stage, or asset-class focus has been disclosed in any publicly available source. The firm's investment strategy and portfolio composition are not documented.

### Who founded UPHOLDINGS?

The founder or founding team of UPHOLDINGS has not been identified in any public record available to Altss.

### How large is UPHOLDINGS in terms of assets?

No AUM figure has been published by the firm or reported in any credible third-party source. The figure remains undisclosed.

## Related profiles

- [SHUTZER INVESTMENTS, LLC](https://altss.com/profile/shutzer-investments-llc)
- [Causeway Management II, LLC](https://altss.com/profile/causeway-management-ii-llc)

---

Last updated: 2026-08-11T15:08:22.057Z

Canonical page: https://altss.com/profile/upholdings

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology