Upholdings
Upholdings is an SEC-registered asset manager with $1.4M assets under management (AUM, regulatory AUM), -86% over one year. See who owns Upholdings: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301340, data through 2023-07-11.
- AUM (assets under management / regulatory AUM)
- $1.4M (2023-07-11)
- Firm type
- Asset Manager
- Employees
- 2
- Clients
- 2
- CRD
- 301340
- Ownership
- CANTWELL, ROBERT, ALEXANDER; KACHER, GLEN, THOMAS; KACHER REVOCABLE TRUST
How much AUM does Upholdings have?
Upholdings reported $1.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-07-11).
Who owns Upholdings?
Disclosed owners and executives of Upholdings include CANTWELL, ROBERT, ALEXANDER, KACHER, GLEN, THOMAS, KACHER REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.