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Uptick Partners
Uptick Partners is an SEC-registered investment adviser in Nacogdoches, TX, registered since 2023. The firm manages approximately $1.1 billion in assets.
Uptick Partners
Uptick Partners is an SEC-registered investment adviser in Nacogdoches, TX, registered since 2023. The firm manages approximately $1.1 billion in assets. It has 25 employees and 25 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
Location
Region
North America
Country
United States
City
Nacogdoches
Corporate office
Nacogdoches, TX, United States
Frequently asked questions
What is Uptick Partners' known investment strategy?
Uptick Partners does not publish a strategy statement. In the absence of a public Form ADV or marketing material, the firm's posture is assumed to mirror that of a traditional financial-advisory practice: personalized portfolio construction, retirement planning, and wealth management for local families and small-business owners.
Who runs Uptick Partners?
No named principals are publicly verified for Uptick Partners. Ownership, investment-committee structure, and day-to-day leadership are not disclosed in any accessible regulatory or media source as of the latest review.
Does Uptick Partners disclose its assets under management?
No. Uptick Partners has not publicly disclosed AUM. Altss estimates the firm's advisory assets fall below $50 million based on the absence of an ADV filing, institutional footprint, or professional-headcount disclosures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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