RIA Intelligence

UP HOLDINGS, LLC

Legal name: UPSIDE PARTNERSHIP

CRD #172594 SEC #802-131765 MILL VALLEY, CA 415-294-1342
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 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GOLDMAN, STANFORD, KENTONIMANAGING MEMBER AND TRUSTEE OF THE GOLDMAN FAMILY TRUST DATED 4/16/13NA Control
GOLDMAN, STANFORD, KENTONIMANAGING MEMBER AND TRUSTEE OF THE GOLDMAN FAMILY TRUST DATED 4/16/13NA Control
THE GOLDMAN FAMILY TRUST DATED APRIL 16, 2013DEASSIGNEEE
THE GOLDMAN FAMILY TRUST DATED APRIL 16, 2013DEASSIGNEEE

Registrations

Federal

ERA
Mar 21, 2025 REGISTERED

Address

495 MILLER AVENUE
SUITE 302
MILL VALLEY, CA 94941
United States
Phone: 415-294-1342