UPDATA PARTNERS
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 160994
- Registered since
- March 29, 2012
Firm profile
FINTRXOverview
Updata Partners is a fund-focused investment adviser organized as a limited liability company and SEC-registered since 2012. The firm operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than as a traditional client-facing RIA. Its public filings describe its primary business activity as the formation and management of private funds, with a clear emphasis on venture capital strategies. Updata Partners does not identify as an active ESG investor and is not structured as a multi-state adviser; ownership is listed as individual, implying founder-led control and centralized decision-making.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1GREGORY OLEAR
Chief Financial OfficerCRD 6040667
Contacts
2 of 2CARTER GRIFFIN
General PartnerCRD 6043158
Jonathan Seeber
General PartnerCRD 6772011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 2100 L St NW
- Time zone
- ET (UTC-5)
- Office locations
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