UPP Management, LP

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
316
Advisory reps
0

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

FINTRX

Overview

UPP Management, LP is organized as a limited partnership and is registered with the SEC as of 2026. The firm presents itself primarily as a capital allocator that operates through pooled investment structures rather than a traditional advisory model to individual retail accounts. Its advisory mandate centers on portfolio management for pooled vehicles and the selection of external managers or advisers. The firm charges performance-based fees and is identified as a related adviser to other entities, suggesting an affiliation network that may be used to operate or seed funds. UPP is not classified under a narrower category in the source data and is not designated as an active ESG investor. It is not listed as a multistate adviser or a pension consultant.

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth