| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Medley Opportunity Fund II LP | Other Private | $7.3M | $2M |
| Upwelling Equity Investors I LP | Private Equity | $6.6M | $25K |
| Upwelling Equity Investors I-B LP | Private Equity | $1.3M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Joncarlo Ruben Mark Control | Chief Compliance Officer And Managing Member | Under 5% | 2011 |
| The Mark Family Trust Control | Trust | Over 75% | 2011 |
| Jami Denise Rubin-Mark Control | Co-Trustee | Over 75% | 2011 |
Upwelling Capital Group LLC reports $115.2 million in regulatory assets under management on its Form ADV.
Upwelling Capital Group LLC manages 4 private funds with combined gross assets of $15.2 million.
Upwelling Capital Group LLC reports 7 employees.
Upwelling Capital Group LLC is based in Davis, CA.
Upwelling Capital Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2820 5th St., Davis, CA 95618 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | Yes |
| Discretionary | $15.2M |
| Non-discretionary | $100M |
| Total (RAUM) | $115.2M |