RIA Intelligence

UPTICK CAPITAL MANAGEMENT, LLC

CRD #328602 SEC #802-129016 LAKE OSWEGO, OR 877-487-6860
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
--
Clients
--
Accounts
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Firm Details

Organization Type
--
State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Jun 6, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
THOMPSON, SCOTT, ALANIMANAGERNA Control
THOMPSON, SCOTT, ALANIMANAGERNA Control
THOMPSON, SCOTT, ALANIMANAGERNA Control
THOMPSON, SCOTT, ALANIMANAGERNA Control
TRILLIUM CONSULTING, INC.DEMEMBERE Control
TRILLIUM CONSULTING, INC.DEMEMBERE Control
TRILLIUM CONSULTING, INC.DEMEMBERE Control
TRILLIUM CONSULTING, INC.DEMEMBERE Control
TRILLIUM CONSULTING, INC.DEMEMBERE Control
TRILLIUM CONSULTING, INC.DEMEMBERE Control
TRILLIUM CONSULTING, INC.DEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
THOMPSON, SCOTT, ALANITRILLIUM CONSULTING, INC.F Control
THOMPSON, SCOTT, ALANITRILLIUM CONSULTING, INC.F Control
ARNTSON, SHEREE, DEMERSITRILLIUM CONSULTING, INC.C Control
ARNTSON, SHEREE, DEMERSITRILLIUM CONSULTING, INC.C Control
TEMPALLI, PRADEEPITRILLIUM CONSULTING, INC.C Control
TEMPALLI, PRADEEPITRILLIUM CONSULTING, INC.C Control

Registrations

Federal

ERA
Jun 6, 2025 REGISTERED

Address

310 N STATE STREET
LAKE OSWEGO, OR 97034
United States
Phone: 877-487-6860