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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-13-2018
- Office Locations
- 1
Office Locations
About Upspring Capital LLC
UPSPRING CAPITAL LLC is a Dallas, TX registered investment adviser serving retail and institutional clients, with a stated focus on entrepreneurs. The firm provides portfolio construction and ongoing asset management alongside financial planning (tax, estate, retirement and insurance planning, business-succession). In its SMA program, assets are primarily allocated to ETFs and public funds. Custody is reported at Schwab/TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
DAVID HENRY PORTNOY
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #4628266
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,971,607 | -- |
| Non-Discretionary | $3,534,050 | -- |
| Total | $99,505,657 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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