Uptick Partners, LLC

Overview

Uptick Partners, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional players. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. Fee arrangements combine percentage-of-AUM and fixed fees. Uptick Partners identifies as a non‑ESG active investor and lists an industry affiliation with accountants. Operationally the firm appears to blend direct portfolio management with placement of client capital into external managers. That capital‑allocation role and the stated practice of selecting other advisers suggest Uptick uses third‑party fund managers and model sleeves alongside its own discretionary strategies.

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Public Holdings

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Location & Offices