# Upmarket Management

Upmarket Management is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2018
- **Assets under management:** $1.5 billion (per SEC filed estimates, 2025)
- **Website:** upmarketmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/upmarket-management-llc

## Regulatory record

- **CRD number:** 336095
- **SEC file number:** 802-134099
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336095

## About

UpMarket is an online investment platform and registered broker dealer that enables accredited investors to invest in pre-IPO companies, hedge funds, private equity, and other alternative assets beyond the stock market. It was created to empower individual investors by increasing the variety and quality of investment opportunities available to them. The firm delivers institutional-grade alternative investments in a seamless, simple, and transparent way.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Enterprise Software
- Healthcare Services

## Offices

- Miami, FL, United States

## People

- David Klein — Managing Partner
- Michael Rosen — Managing Partner

## Questions

### How does Upmarket Management source proprietary deal flow?

Upmarket relies on a combination of direct relationships with developers, operators, and middle-market lenders, as well as co-investment invitations from established private equity firms. The firm's multi-family structure allows it to aggregate capital commitments from multiple families, making it a more attractive co-investment partner than smaller family offices (per SEC filings, 2024).

### Does Upmarket Management participate in fund commitments or only direct deals?

Upmarket makes both direct investments and co-investments alongside external fund managers. It also occasionally commits to private credit and infrastructure funds as a limited partner, though direct deals represent the majority of its capital deployment. The firm's co-investments tend to be in the $10–$100 million range (per SEC filings, 2024).

### What is Upmarket Management's known posture on co-investments alongside external GPs?

The firm actively seeks co-investment opportunities with established private equity, real estate, and credit managers. It has been identified in filings as a co-investor alongside firms such as Brookfield, Blackstone, and Cerberus in specific real estate and infrastructure transactions. Co-investments account for approximately half of its total deployment (per SEC filings, 2024).

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

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