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Upstate Advisors Group
UPSTATE ADVISORS GROUP is an SEC-registered investment adviser in NORTH SYRACUSE, NY. The firm manages approximately $22 million in regulatory assets.
Overview
UPSTATE ADVISORS GROUP is an SEC-registered investment adviser in NORTH SYRACUSE, NY. The firm manages approximately $22 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
North Syracuse
Corporate office
Schenectady, NY, United States
Frequently asked questions
How does Upstate Advisors Group source proprietary deal flow?
Deal flow is relationship-driven and hyper-local. The principals leverage multi-decade connections within the Capital Region's industrial ecosystem—business brokers, attorneys, plant managers, and regional bank executives—to identify profitable, founder-owned companies before they reach a broad auction. This network effect, honed over the MSC supply-chain decades, gives the office access to acquisition targets that institutional buyers rarely see.
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