UPTICK PARTNERS, LLC
CRD #324250 SEC #801-127235 NACOGDOCHES, TX (936) 800-0800
SEC Registered
Total AUM
$688.1M
Discretionary
$688.1M
Employees
7
Clients
1
Accounts
2,583
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | NA | Control |
| CNSL MANAGEMENT ENTERPRISES, LLC | DE | MANAGING MEMBER | E | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| BARBER FAMILY VENTURES, INC | DE | OWNER | D | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | D | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | D | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | D | Control |
| Barber, Steven, Wayne | I | MANAGING MEMBER, CHAIRMAN AND FOUNDER | D | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | C | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | C | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | C | Control |
| Barber, Jason, Michael | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND FOUNDER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| EAGLESTORM, INC | DE | OWNER | C | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| PANKRATZ PARTNERS, INC | DE | OWNER | B | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | B | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | B | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | B | Control |
| Pankratz, Taylor | I | MANAGING MEMBER, CHIEF OPERATING OFFICER AND FOUNDER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Barber, Steven, Wayne | I | BARBER FAMILY VENTURES, INC | D | Control |
| Barber, Steven, Wayne | I | BARBER FAMILY VENTURES, INC | D | Control |
| Barber, Steven, Wayne | I | BARBER FAMILY VENTURES, INC | D | Control |
| Barber, Steven, Wayne | I | BARBER FAMILY VENTURES, INC | D | Control |
| Barber, Jason, Michael | I | EAGLESTORM, INC | C | Control |
| Barber, Jason, Michael | I | EAGLESTORM, INC | C | Control |
| Barber, Jason, Michael | I | EAGLESTORM, INC | C | Control |
| Barber, Jason, Michael | I | EAGLESTORM, INC | C | Control |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (16)
AL AR AZ CA CO FL GA IL KS LA MO NH NY OK TN TX
Address
777 EAST AUSTINNACOGDOCHES, TX 75965
United States
Phone: (936) 800-0800