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UPSPRING CAPITAL LLC
CRD 292010
4141 OFFICE PARKWAY, DALLAS, TX, 75204, United States
Phone
(214) 720-0909
Fax
214-720-0910
Registration
— (—)
Source
State registered
Total AUM
$99.5M
Discretionary AUM
$96.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.6M |
| High net worth individuals | 22 | $83.4M |
| Pooled investment vehicles | 2 | $9.0M |
| Corporations/business entities | 1 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD