Upwelling Capital Group LLC
Upwelling Capital Group LLC is an SEC-registered asset manager with $71.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Upwelling Capital Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164653, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $71.7M (2026-03-31)
- Firm type
- Asset Manager
- Employees
- 7
- Clients
- 4
- CRD
- 164653
- Ownership
- MARK, JONCARLO; RAKOWSKI, ROBERT, P; MARK, JONCARLO, RUBEN; Rubin-Mark, Jami, Denise; THE MARK FAMILY TRUST
How much AUM does Upwelling Capital Group LLC have?
Upwelling Capital Group LLC reported $71.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Upwelling Capital Group LLC?
Disclosed owners and executives of Upwelling Capital Group LLC include MARK, JONCARLO, RAKOWSKI, ROBERT, P, MARK, JONCARLO, RUBEN, Rubin-Mark, Jami, Denise, THE MARK FAMILY TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.