Upper90

Fee-Only (% of Portfolio)

Upper90 Capital Management provides investment management services to privately offered partnerships and limited liability companies, referred to as Funds. These Funds primarily make alternative credit investments in disruptive businesses leveraging technology and data, and equity investments in early-stage ecommerce aggregators. Upper90 aims to generate compelling risk-adjusted returns uncorrelated with traditional markets.

Assets Under Management$920M
Clients29
AdvisorsN/A
Avg. per Client$32M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Upper90 manages investment funds and receives a management fee based on the fund's assets or capital commitments. These fees range from 0.0% to 1.75% per year, calculated and collected quarterly. Upper90 may also receive carried interest, a performance-based fee, ranging from 0% to 25% of net profits above a preferred return.

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Upper90 | TrueAdvisor