UP PARTNERS MANAGEMENT COMPANY, LLC
Adviser information for UP PARTNERS MANAGEMENT COMPANY, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-119238 |
|---|---|
| SEC ERA File Number | 802-119238 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309765 |
| Legal Entity Identifier | None |
Principal Office
2828 DONALD DOUGLAS LOOP N.SUITE 101
SANTA MONICA
CA
United States
Monday - Friday, 8AM-5PM
Tel: 833-410-0800, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| UP VENTURES GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| UP VENTURES I, L.P. | Venture Capital Fund | $238.6M | $0.0M | 84 |
| UP VENTURES SPV M, LLC | Venture Capital Fund | $8.1M | $0.0M | 23 |
| UP VENTURES SPV S, L.L.C. | Venture Capital Fund | $24.5M | $0.0M | 41 |
| UP VENTURES SPV S2, LLC | Venture Capital Fund | $0.6M | $0.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Marcus, Benjamin | Individual | – | MANAGING DIRECTOR | 12/2019 | < 5% |
| THE BENJAMIN AND JESSICA MARCUS FAMILY TRUST DATED JANUARY 2, 2018 | Domestic Entity | – | MEMBER | 12/2019 | 25-50% |
| Marcus, Benjamin | Individual | THE BENJAMIN AND JESSICA MARCUS FAMILY TRUST DATED JANUARY 2, 2018 | TRUSTEE | 01/2018 | 50-75% |
| Marcus, Jessica | Individual | THE BENJAMIN AND JESSICA MARCUS FAMILY TRUST DATED JANUARY 2, 2018 | TRUSTEE | 01/2018 | 50-75% |
| Sigari, Cyrus | Individual | – | MANAGING DIRECTOR | 12/2019 | 25-50% |
| GROSSER, ADAM | Individual | – | MANAGING PARTNER | 01/2022 | 25-50% |