UPSTATE ADVISERS INC.

UPSTATE ADVISERS INC. of PITTSFORD, NY is an SEC-registered investment adviser (CRD 341449). Regulatory assets under management: $34.1M.

Registration

• CRD: 341449
• SEC file number: 801-135922
• Type: Registered investment adviser
• Location: 2 THORNELL ROAD, PITTSFORD, NY, 14534
• Phone: 5852099788
• Latest filing: 2026-07-21
• Regulatory AUM: $34.1M
• Discretionary AUM: $15.7M
• Non-discretionary AUM: $18.3M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 341449 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search