Upwelling Capital Group

Private Equity Exempt reporting adviser

Legal name: Upwelling Capital Group LLC

Davis, CA Website LinkedIn

AUM

$71.7M
Private fund assets

Private funds

4
Private Equity 4

Private fund assets

$71.7M
Gross asset value

Employees

—

Last Form D raise

Jun 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

E
Eric Green
Partner
Source: SEC Form ADV
J
Jami Rubin-Mark
Co-Trustee, The Mark Family Trust
Source: SEC Form ADV
J
Joncarlo Mark
Partner, Chief Compliance Officer
Source: SEC Form ADV

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Upwelling Equity Investors II LPPrivate Equity$511K$3.5M19Jun 2025Cool
Upwelling Equity Investors I LPPrivate Equity$5.3M$4.0M23Jun 2022Cold
Lone Star Cra Fund LPPrivate Equity$64.9M———
Upwelling Equity Investors I-B LPPrivate Equity$1.1M———

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
164653
SEC file number
802-132842

Sources