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Uptick Partners, LLC

● SEC registered since 2023CRD 324250SEC# 801-127235Nacogdoches, TX
Export (members)
Reg. AUM
$688.1M
Employees
7
Accounts
2,583
Location
Nacogdoches, TX

Uptick Partners, LLC assets under management

Uptick Partners, LLC operates as an SEC-registered investment adviser based in Nacogdoches, TX. The firm has been registered since 2023. It reports $688.1 million in regulatory assets under management and employs 7 people.

Uptick Partners, LLC owners & executives

6 reported
NameTitleOwnershipSince
Barber Family Ventures, Inc ControlOwner50-75%2023
Eaglestorm, Inc ControlOwner25-50%2023
Jason Michael Barber ControlManaging Member, Chief Executive Officer, Chief Compliance Officer And FounderUnder 5%2023
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Frequently asked questions

How much does Uptick Partners, LLC manage?

Uptick Partners, LLC reports $688.1 million in regulatory assets under management on its Form ADV.

How many employees does Uptick Partners, LLC have?

Uptick Partners, LLC reports 7 employees.

Where is Uptick Partners, LLC located?

Uptick Partners, LLC is based in Nacogdoches, TX and has been SEC-registered since 2023.

Does Uptick Partners, LLC disclose fund performance?

Uptick Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 East Austin, Nacogdoches, TX 75965
Phone(936) 800-0800
Office hours9a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$688.1M
Non-discretionary$0
Total (RAUM)$688.1M