UPWELLING CAPITAL GROUP LLC
CRD #164653 SEC #802-132842 DAVIS, CA 530-758-7888
State Registered Exempt Reporting Private Funds Disclosures
Total AUM
$115.2M
Discretionary
$15.2M
Employees
7
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $115.2M | $15.2M | $100M | 7 | 2 |
| Mar 2024 | $115.2M | $15.2M | $100M | 7 | 2 |
| Jan 2024 | $156.8M | $56.8M | $100M | 8 | 1 |
| Mar 2023 | $156.8M | $56.8M | $100M | 8 | 1 |
| Nov 2014 | $8M | $0 | $8M | 5 | 1 |
| Nov 2014 | $8M | $0 | $8M | 5 | 1 |
| Oct 2014 | $8M | $0 | $8M | 5 | 1 |
| Sep 2014 | $8M | $0 | $8M | 5 | 1 |
| Sep 2014 | $8M | $0 | $8M | 5 | 1 |
| Aug 2014 | $8M | $0 | $8M | 5 | 1 |
DateJan 2025
Total AUM$115.2M
Discretionary$15.2M
Non-Disc.$100M
Employees7
Clients2
DateMar 2024
Total AUM$115.2M
Discretionary$15.2M
Non-Disc.$100M
Employees7
Clients2
DateJan 2024
Total AUM$156.8M
Discretionary$56.8M
Non-Disc.$100M
Employees8
Clients1
DateMar 2023
Total AUM$156.8M
Discretionary$56.8M
Non-Disc.$100M
Employees8
Clients1
DateNov 2014
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients1
DateNov 2014
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients1
DateOct 2014
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients1
DateSep 2014
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients1
DateSep 2014
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients1
DateAug 2014
Total AUM$8M
Discretionary$0
Non-Disc.$8M
Employees5
Clients1