# UPSIDE FINANCIAL, LLC

UPSIDE FINANCIAL, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 173084
- Type: SEC-registered investment adviser
- SEC file number: 801-78119
- Location: 35 EAST WACKER DRIVE, SUITE 2400, CHICAGO, IL, 60601
- Phone: 312-827-2800
- Latest filing: 2016-03-30

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [SELF JONATHAN ANDREW](https://search.stillhousedata.com/person/799270) | CCO/CFO | — |
| [DEVOE DEBRA JANE](https://search.stillhousedata.com/person/808735) | SVP, CHIEF COMPLIANCE OFFICER | — |
| [KIMBERLY THOMAS ALESBURY](https://search.stillhousedata.com/person/812247) | CEO; SHAREHOLDER | — |
| [HAM JUNEY](https://search.stillhousedata.com/person/812248) | SHAREHOLDER | — |
| [BERGMAN JUDSON T](https://search.stillhousedata.com/person/818450) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173084/similar
- Related entities: https://search.stillhousedata.com/firm/173084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173084

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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.