Uplift
Firm details
- Headquarters
- Darien, Connecticut
- CRD number
- 335515
- Registered since
- May 28, 2025
- Website
- www.upliftinvestors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Uplift is organized as a limited partnership that functions primarily as a private equity fund manager for institutional investors. The firm is SEC-registered as of 2025 and describes its core advisory activity as portfolio management for pooled investment vehicles. Uplift typically serves institutional clients and operates as sponsor, general partner, and managing member of the pooled vehicles it runs rather than as a pure third-party allocator. Its compensation combines a percentage-of-assets component with performance-based fees. The firm is not classified as an active ESG investor.
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 1
Lauren Johnson
Chief Financial Officer - CorporateCRD 5880763
Contacts
3 of 3William Hausberg
Managing PartnerCRD 8072273

Bradley Skaf
Managing PartnerCRD 5682575

Douglas Rosenstein
Managing PartnerCRD 5556128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Darien, CT
Fairfield
Location
Darien, CT
Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 23 Old Kings Hwy S
- Time zone
- ET (UTC-5)
- Office locations
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