$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
24 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2002
- Office Locations
- 1
Office Locations
-- Savannah GA
About Upland Capital Management, LLC
Upland Capital Management, LLC is a boutique RIA (organized 1995) providing discretionary portfolio management for high net worth individuals, endowments, trusts, and retirement funds. The firm emphasizes long-term, objective, disciplined stewardship focused on preserving and enhancing capital, and commonly implements portfolios using ETFs. Custody is reported with Fidelity/NFS.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
24.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
J
JOHN NEWBURNE MCVEIGH III
Chief Compliance Officer, Partner
- CRD
- #330547
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,527,855 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,527,855 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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