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
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| UPWELLING EQUITY INVESTORS I LP | Private Equity Fund | $7.5M | 22 | WEAVER AND TIDWELL LLP |
| MEDLEY OPPORTUNITY FUND II LP | Other Private Fund | $2.2M | 23 | WEAVER AND TIDWELL, LLP |
| UPWELLING EQUITY INVESTORS I-B LP | Private Equity Fund | $1.5M | 9 | WEAVER AND TIDWELL, LLP |
| UPWELLING EQUITY INVESTORS II LP | Private Equity Fund | $0 | 16 | WEAVER AND TIDWELL, LLP |
Fund NameUPWELLING EQUITY INVESTORS I LP
TypePrivate Equity Fund
GAV$7.5M
Investors22
AuditorWEAVER AND TIDWELL LLP
Fund NameMEDLEY OPPORTUNITY FUND II LP
TypeOther Private Fund
GAV$2.2M
Investors23
AuditorWEAVER AND TIDWELL, LLP
Fund NameUPWELLING EQUITY INVESTORS I-B LP
TypePrivate Equity Fund
GAV$1.5M
Investors9
AuditorWEAVER AND TIDWELL, LLP
Fund NameUPWELLING EQUITY INVESTORS II LP
TypePrivate Equity Fund
GAV$0
Investors16
AuditorWEAVER AND TIDWELL, LLP