# UPSIDE FINANCIAL, LLC

UPSIDE FINANCIAL, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 164816
- Type: SEC-registered investment adviser
- SEC file number: 801-78119
- Location: 340 RITCH STREET, #6, SAN FRANCISCO, CA, 94107
- Phone: 888-506-1850
- Latest filing: 2014-03-03
- Regulatory AUM: $663K
- Non-discretionary AUM: $663K
- Clients: 2
- Accounts: 20

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [SELF JONATHAN ANDREW](https://search.stillhousedata.com/person/799270) | CFO/CCO | — |
| [KIMBERLY THOMAS ALESBURY](https://search.stillhousedata.com/person/812247) | CEO; MEMBER | — |
| [HAM JUNEY](https://search.stillhousedata.com/person/812248) | CMO; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164816/similar
- Related entities: https://search.stillhousedata.com/firm/164816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164816

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.