UPPER90 CAPITAL MANAGEMENT, LP of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 304179). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Jason Finger | CHAIRMAN AND LIMITED PARTNER | Walpole, MA |
| William Kogod Libby | CHIEF EXECUTIVE OFFICE, LIMITED PARTNER; MANAGING MEMBER | — |
| Gregory Nmn Vilkin | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | — |
| William Carroll Geist | MANAGING PARTNER | — |
| VILKIN GREGORY NMN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | — |
| LIBBY WILLIAM KOGOD | CHIEF EXECUTIVE OFFICE; CHIEF EXECUTIVE OFFICE, LIMITED PARTNER; MANAGING MEMBER (+2 more) | — |
| URDEA ALEX | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, LIMITED PARTNER (+3 more) | — |
| MOREAU MICHAEL | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | — |
| FINGER JASON | CHAIRMAN AND LIMITED PARTNER; MEMBER | — |
| GEIST WILLIAM CARROLL | MANAGING PARTNER | — |
Showing 15 of 31 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| UPPER90 FUND III PARALLEL MASTER, LP | Private Equity Fund | Delaware | 356 | $226.9M | $250K |
| UPPER90 FUND II, LP | Private Equity Fund | Delaware | 287 | $111.3M | $13K |
| UPPER90 CRUSOE EQUITY V SPV LLC | Private Equity Fund | Delaware | 11 | $83.1M | $250K |
| UPPER90 FUND III FEEDER, LP | Private Equity Fund | Delaware | 16 | $64.3M | $250K |
| CRUSOE ACQUISITION PARTNERS 2024, LLC | Private Equity Fund | Delaware | 57 | $44.5M | $250K |
| UPPER90 FUND III, LP | Private Equity Fund | Delaware | 356 | $43.1M | $13K |
| UPPER90 CRUSOE EQUITY II SPV LLC | Private Equity Fund | Delaware | 23 | $35.1M | $15K |
| UPPER90 FUND, LP | Private Equity Fund | Delaware | 100 | $31.5M | $25K |
| UPPER90 CRUSOE EQUITY SPV LLC | Private Equity Fund | Delaware | 34 | $31.3M | $5K |
| UPPER90 CRUSOE EQUITY III SPV LLC | Private Equity Fund | Delaware | 31 | $31.3M | $25K |
| UPPER90 CRUSOE EQUITY IV SPV LLC | Private Equity Fund | Delaware | 39 | $27.0M | $10K |
| UPPER90 CRUSOE II SPV, LLC | Private Equity Fund | Delaware | 122 | $22.9M | $8K |
| CRUSOE BRIDGE EQUITY SPV LLC | Private Equity Fund | Delaware | 42 | $21.7M | $15K |
| UPPER90 ECOMMERCE OPPORTUNITIES FUND, LP | Private Equity Fund | Delaware | 118 | $14.0M | $25K |
| UPPER90 CRUSOE ACQUISITION PARTNERS II SPV LLC | Private Equity Fund | Delaware | 1 | $13.1M | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 7 | 646-979-0719 |
| NEW YORK | NY | 7 | 646-979-0719 |
| BALTIMORE | MD | 1 | 646-979-0719 |
| BALTIMORE | MD | 1 | 646-979-0719 |