RIA Intelligence

UPDATA MANAGEMENT, LLC

Legal name: UPDATA PARTNERS

CRD #160994 SEC #802-75265 WASHINGTON, D.C., DC 202-618-8750
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
OLEAR, GREGORYICFONA Control
BURTON, JOHN, FRANCISIMEMBERD Control
BURTON, JOHN, FRANCISIMEMBERD Control
BURTON, JOHN, FRANCISIMEMBERD Control
GOLDSMITH, BERNARD, MORTONIMEMBERD Control
GOLDSMITH, BERNARD, MORTONIMEMBERD Control
GOLDSMITH, BERNARD, MORTONIMEMBERD Control
GRIFFIN, CARTERIMEMBERD Control
GRIFFIN, CARTERIMEMBERD Control
GRIFFIN, CARTERIMEMBERD Control
GRIFFIN, CARTERIMEMBERD Control
GRIFFIN, CARTERIMEMBERD Control
GRIFFIN, CARTERIMEMBERD Control
Seeber, JonathanIMEMBERD Control
Seeber, JonathanIMEMBERD Control
Seeber, JonathanIMEMBERD Control
Seeber, JonathanIMEMBERD Control
Seeber, JonathanIMEMBERD Control
Seeber, JonathanIMEMBERD Control
BURTON, JOHN, FRANCISIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GOLDSMITH, BERNARD, MORTONIMEMBERC Control
GRIFFIN, CARTERIMEMBERC Control
GRIFFIN, CARTERIMEMBERC Control
GRIFFIN, CARTERIMEMBERC Control
GRIFFIN, CARTERIMEMBERC Control
GRIFFIN, CARTERIMEMBERC Control
GRIFFIN, CARTERIMEMBERC Control
GRIFFIN, CARTERIMEMBERC Control
GRIFFIN, CARTERIMEMBERC Control
MULLETT, CONOR, TIMOTHYIMEMBERC Control
SOCAS, JAMES, ROBERTIMEMBERC Control
SOCAS, JAMES, ROBERTIMEMBERC Control
SOCAS, JAMES, ROBERTIMEMBERC Control
SOCAS, JAMES, ROBERTIMEMBERC Control
SOCAS, JAMES, ROBERTIMEMBERC Control
Seeber, JonathanIMEMBERC Control
Seeber, JonathanIMEMBERC Control
Seeber, JonathanIMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ERICKSON, RICHARDIFUND GP ENTITYF Control
ERICKSON, RICHARDIFUND GP ENTITYF Control
ERICKSON, RICHARDIFUND GP ENTITYF Control
GRIFFIN, CARTERIFUND GP ENTITYF Control
GRIFFIN, CARTERIFUND GP ENTITYF Control
GRIFFIN, CARTERIFUND GP ENTITYF Control
GRIFFIN, CARTERIFUND GP ENTITYF Control
SOCAS, JAMES, ROBERTIFUND GP ENTITYF Control
SOCAS, JAMES, ROBERTIFUND GP ENTITYF Control
SOCAS, JAMES, ROBERTIFUND GP ENTITYF Control
SOCAS, JAMES, ROBERTIFUND GP ENTITYF Control

Registrations

Federal

ERA
Mar 26, 2025 REGISTERED

Address

2100 L STREET NW
5TH FLOOR
WASHINGTON, D.C., DC 20037
United States
Phone: 202-618-8750