# UPTICK PARTNERS, LLC

UPTICK PARTNERS, LLC of NACOGDOCHES, TX is an SEC-registered investment adviser.

## Registration

- CRD: 324250
- Type: SEC-registered investment adviser
- SEC file number: 801-127235
- Location: 777 EAST AUSTIN, NACOGDOCHES, TX, 75965
- Phone: (936) 800-0800
- Latest filing: 2026-07-15
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 25
- Accounts: 3,886

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jason Michael Barber | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | — |
| Steven Wayne Barber | MANAGING MEMBER, CHAIRMAN AND FOUNDER | — |
| Taylor Pankratz | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| Barber Jason Michael | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER; OWNER | — |
| Barber Steven Wayne | MANAGING MEMBER, CHAIRMAN AND FOUNDER; OWNER | — |
| Pankratz Taylor | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324250/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324250/similar
- Related entities: https://search.stillhousedata.com/firm/324250/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324250

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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.