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Building 2UPWELLING CAPITAL GROUP LLC

Map pinDAVIS, CA
Phone530-758-7888
NotebookSEC #801-127905
Total AUM
$115.2M
Employees
7
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2820 5TH ST.
DAVIS
CA 95618
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
530-758-7888

ReceiptFinancials

Total AUM
$115.2M
Accounts
4
Discretionary
$15.2M
Accounts
3
Non-Discretionary
$100M
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$0
Investment Company Clients
1
AUM
$0
Pooled Vehicle Clients
4
AUM
$15.2M
Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$100M
Other Clients
1
AUM
$0
Description of Other Clients
TRADE GROUP

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
LIQUIDATION MANAGEMENT FEE

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
CA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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