UPP Management, LP
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 342664
- Registered since
- June 15, 2026
- Fee structure
- Performance Based Fees
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
UPP Management, LP is an institutional registered investment adviser organized as a limited partnership and registered with the SEC in 2026. The firm identifies as a capital allocator and charges performance-based fees rather than traditional asset- or retainer-based advisory fees. Its advisory remit centers on managing pooled investment vehicles and selecting other advisers for those vehicles. Filings list the firm as a related adviser and show it is not an active ESG investor, is not registered as a multi-state adviser, and does not describe itself as a pension consultant. Industry affiliations disclosed include roles beyond a standalone adviser: UPP Management, LP is noted as a sponsor, general partner, or managing member of pooled investment vehicles and is also associated with other investment-adviser, CPO, or CTA activities. Ownership is listed as a mix of a domestic entity and an individual.
Investments & Alternatives
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
3 of 3Judson Walker
President and CEOCRD 7029958
Travis Hancock
CFOCRD 7357626

Erika Anderson
Chief Compliance OfficerCRD 4759216
Contacts
3 of 4
John West
SVP, General CounselCRD 6951623
James Mckinney
CRD 8273636
Alexander Zazzi
Co-founder and PresidentCRD 8273632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1001 Fannin St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Branson Fowlkes Russell Inc
RIAHouston, TX
ROG IX, LLC
RIAHouston, TX
Chilton Capital Management LLC
RIAHouston, TX
Doliver Advisors, L.P.
RIAHouston, TX
Post Oak Investment Management, Inc
RIAHouston, TX
Robertson Investment Management
RIAHouston, TX