Uptick Partners

Q: Is Uptick Partners an institutional asset manager or a local advisory practice?

Available data points to a local advisory practice. The firm is headquartered in Nacogdoches, Texas — a small East Texas city — and maintains no public institutional footprint, media coverage, or regulatory filings that would indicate a broader institutional mandate. It is best understood as a regional wealth-management and planning shop.

Q: 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.

Q: 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.

Q: 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.

Q: Is Uptick Partners open to outside investors or co-investment partners?

There is no indication that Uptick Partners accepts external institutional capital or participates in co-investment structures. The firm's profile is consistent with a standard retail wealth-management practice serving direct, local clients.

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.

Website

uptickpartners.com

linkedin.com/company/uptick-partners

General information

Firm type

Bank / Wealth / Trust

Year founded

2023

AUM

<$50M (Altss estimate)

Location

Region

North America

Country

United States

City

Nacogdoches

Corporate office

Nacogdoches, TX, United States

Is Uptick Partners an institutional asset manager or a local advisory practice?

Available data points to a local advisory practice. The firm is headquartered in Nacogdoches, Texas — a small East Texas city — and maintains no public institutional footprint, media coverage, or regulatory filings that would indicate a broader institutional mandate. It is best understood as a regional wealth-management and planning shop.

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.

Is Uptick Partners open to outside investors or co-investment partners?

There is no indication that Uptick Partners accepts external institutional capital or participates in co-investment structures. The firm's profile is consistent with a standard retail wealth-management practice serving direct, local clients.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.