UPWEST LABS MANAGEMENT, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 297392
- Registered since
- June 19, 2018
Firm profile
FINTRXOverview
Upwest Labs Management, LLC is organized as a limited liability company and has been SEC-registered since 2018. The firm functions primarily as an adviser to private investment vehicles rather than as a traditional retail wealth manager: its reported activity centers on managing pooled venture capital funds rather than maintaining individual client advisory accounts. Regulatory disclosures classify the firm as unclassified, list the owner type as individual, and indicate it is not a multi-state adviser, not an active ESG investor, and not a pension consultant. The firm’s footprint in the market appears focused on venture capital fund management. With seven private funds under advisement and no reported retail client accounts, Upwest Labs Management operates as a sponsor/manager of alternative investment vehicles rather than as a conventional RIA handling household portfolios.
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
Contacts
2 of 2Shlomit Galili
Founding PartnerCRD 6976740
Gil Ben-Artzy
Founding PartnerCRD 6976732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 550 California Ave
- Time zone
- PT (UTC-8)
- Office locations
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