Upmarket Management
Asset Manager Exempt reporting adviser
Legal name: Upmarket Management LLC
New York, NY Website
AUM
$107.5M
Private fund assets
Private funds
25
Other 15 · Hedge Fund 5 · Private Equity 4 · Real Estate 1
Private fund assets
$107.5M
Gross asset value
Employees
—
Last Form D raise
—
From SEC Form ADV filing (filed Jul 3, 2025). View on SEC
People
Owners and executive officers named on the firm's SEC Form ADV.
No people listed on the filing.
Funds(25)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Series Fund F, A Series of Um Pre-Ipo Portfolio Fund II LLC | Other | $16.2M | — | — | — | |
| Series Fund H, A Series of Um Pre-Ipo Portfolio Fund II Llc-Xai | Other | $10.8M | — | — | — | |
| Um Pre-Ipo Portfolio Fund II LLC | Private Equity | $7.7M | — | — | — | |
| Series Fund B, A Series of Um Pre-Ipo Portfolio Fund II LLC | Other | $7.0M | — | — | — | |
| Um Tax Aware Helix Fund | Hedge Fund | $6.6M | — | — | — | |
| Um AI & Frontier Technology Fund LLC | Private Equity | $6.3M | — | — | — | |
| Series Fund L, A Series of Um Pre-Ipo Portfolio Fund II LLC | Other | $6.0M | — | — | — | |
| Series Fund J, A Series of Um Pre-Ipo Portfolio Fund II Llc-Openai | Other | $5.5M | — | — | — | |
| Series Fund K, A Series of Um Pre-Ipo Portfolio Fund II LLC | Other | $4.4M | — | — | — | |
| Ng Energy Access Fund LP | Hedge Fund | $4.4M | — | — | — | |
| Adeline Funding SPV LLC | Other | $4.3M | — | — | — | |
| Um Blockchain Access Fund I LLC | Private Equity | $4.1M | — | — | — | |
| Hh Secondary Fund LLC | Real Estate | $3.2M | — | — | — | |
| Series Fund I, A Series of Um Pre-Ipo Portfolio Fund II Llc-Groq | Other | $3.1M | — | — | — | |
| Um Pre-Ipo Portfolio Fund III LLC | Private Equity | $3.0M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 336095
- SEC file number
- 802-134099
Sources
- SEC Form ADV Oct 14, 2026