Uplift

Fee-Only (% of Portfolio)

Uplift Investors manages private equity funds, investing in operating entities. Uplift identifies and evaluates investment opportunities, negotiates terms, manages investments, and achieves dispositions. Investments are primarily in non-public companies, though public companies are permitted. Uplift does not tailor its advisory services to the individual needs of any particular investor.

Assets Under Management$210M
Clients2
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Uplift Investors manages private equity funds and charges a management fee. The annual management fee is 2% of aggregate capital commitments held by partners not designated as "affiliated partners," payable quarterly in advance. After a specified date, the management fee will be reduced to 2% of unrecouped bridge financings and investment contributions, as reduced by the aggregate amount of investment contributions with respect to the portion of each investment that has been disposed of or completely written-off for U.S. federal income tax purposes, in each case, with respect to partners not designated as “affiliated partners.” The management fee is payable until the final distribution of the fund's assets.

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