UPSTATE ADVISORS GROUP

UPSTATE ADVISORS GROUP of NORTH SYRACUSE, NY is an SEC-registered investment adviser (CRD 135107). Regulatory assets under management: $21.9M.

Registration

• CRD: 135107
• SEC file number: 801-64221
• Type: Registered investment adviser
• Location: 453 SOUTH MAIN STREET, NORTH SYRACUSE, NY, 13212
• Phone: 315-422-1200
• Latest filing: 2026-03-24
• Regulatory AUM: $21.9M
• Discretionary AUM: $21.9M
• Clients: 3
• Accounts: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Pooled vehicles, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search