Uplift
Uplift is an SEC-registered asset manager in Darien, CT with $230.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Uplift: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335515, SEC 801-132856, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $230.5M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Darien, CT
- Employees
- 8
- Clients
- 2
- CRD
- 335515
- Ownership
- ROSENSTEIN, DOUGLAS, JACOB; UPLIFT INVESTORS, LLC; Mederos, Jillian, Patrice; HAUSBERG, ABIGAIL, SNEED; HAUSBERG, WILLIAM, NMN
How much AUM does Uplift have?
Uplift reported $230.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Uplift?
Disclosed owners and executives of Uplift include ROSENSTEIN, DOUGLAS, JACOB, UPLIFT INVESTORS, LLC, Mederos, Jillian, Patrice, HAUSBERG, ABIGAIL, SNEED, HAUSBERG, WILLIAM, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.