UPLAND CAPITAL MANAGEMENT, LLC

UPLAND CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 125664). Regulatory assets under management: $9.5M.

Registration

• CRD: 125664
• Type: Registered investment adviser
• Phone: 2034700514
• Latest filing: 2026-03-31
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125664 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search