# Upstate Advisors Group

Upstate Advisors Group is a RIA based in North Syracuse, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** North Syracuse, United States
- **Region:** North America
- **Address:** Schenectady, NY, United States
- **Assets under management:** Undisclosed
- **Website:** upstateadvisorsgroup.com

## Regulatory record

- **CRD number:** 135107
- **SEC file number:** 801-64221
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135107

## About

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.

## 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.

## Related profiles

- [The Legacy Financial Group](https://altss.com/profile/the-legacy-financial-group-inc)
- [Intelligent Investing](https://altss.com/profile/intelligent-investing)

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Last updated: 2026-07-06T01:24:27.952Z

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