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Private equityFirmbuyoutlower middle market

Upper90

Private Equity

Providence, RI

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:96109030-5562-425f-90fb-46aa8aa8e90b

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 169
Dated events: 40
On other graphs: 4
Observed: Sep 13, 2026 to Sep 16, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Upper90

Venture manager · shared crd

Independent Sponsorsidentity

Upper90

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

UPPER90

Registered adviser · shared crd

Private Creditidentity

UPPER90

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 35
PE funds: 35
Vintages: 2020 to 2024
PE GAV, 2024 filing: $629Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $816M
Investments: 60
Active investments: 56
Size band: LOWER MIDDLE MARKETderivedproxy: $0.63bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Latest ADV filing: Mar 27, 2024
Employees (ADV): 20
Website: upper90.io

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Crusoe Bridge Equity Spv LLC	2024	Unknown	Private Equity Fund	n/a	$4.6M
Upper90 Fund III Parallel Master, LP	2024	Unknown	Private Equity Fund	n/a	$362M
Upper90 Crusoe Loan Spv LLC	2024	Unknown	Private Equity Fund	n/a	$10.3M
Upper90 Crusoe Equity IV Spv LLC	2023	Early deployment	Private Equity Fund	n/a	$8.9M
Upper90 Fund III, LP	2023	Unknown	Private Equity Fund	n/a	$16.6M
Upper90 Heroes Equity Spv LLC	2023	Unknown	Private Equity Fund	n/a	$9.9M
Elevate Acquisition VI S LLC	2022	Unknown	Private Equity Fund	n/a	$844,043
Upper90 Magic Car Wash Equity Spv LLC	2022	Unknown	Private Equity Fund	n/a	$325,998
Elevate Acquisition IV S LLC	2022	Unknown	Private Equity Fund	n/a	$23.3M
Upper90 Thrasio Viii Spv LLC	2022	Wound down	Private Equity Fund	n/a	$6.0M
Upper90 Octane Equity Spv II LLC	2022	Unknown	Private Equity Fund	n/a	$7.3M
Upper90 Acquco I S LLC	2022	Unknown	Private Equity Fund	n/a	$6.7M
Upper90 Crusoe II Spv, LLC	2022	Early deployment	Private Equity Fund	n/a	$26.8M
Thrasio Acquisition Partners II LLC	2022	Wound down	Private Equity Fund	n/a	$40.0M
Elevate Acquisition VII S LLC	2022	Early deployment	Private Equity Fund	n/a	$13.2M
Upper90 Clutch Equity Spv II LLC	2022	Early deployment	Private Equity Fund	n/a	$2.8M
Upper90 Ecommerce Opportunities Fund, LP	2022	Unknown	Private Equity Fund	n/a	$48.8M
Upper90 Beacon Equity Spv LLC	2022	Unknown	Private Equity Fund	n/a	$8.0M
Upper90 Thrasio Ix Spv LLC	2022	Wound down	Private Equity Fund	n/a	$17.6M
Upper90 Crusoe Equity III Spv LLC	2022	Early deployment	Private Equity Fund	n/a	$10.3M
Upper90 Thrasio V Spv LLC	2021	Wound down	Private Equity Fund	n/a	$51.1M
Upper90 Clutch Equity Spv LLC	2021	Unknown	Private Equity Fund	n/a	$2.1M
Upper90 Crusoe Equity II Spv LLC	2021	Unknown	Private Equity Fund	n/a	$11.6M
Upper90 Octane Equity Spv LLC	2021	Unknown	Private Equity Fund	n/a	$8.2M
Upper90 Highfive Spv LLC	2021	Wound down	Private Equity Fund	n/a	$328,157

Investments

Company	State	Role	Control	Invested	Exited	Status
Octane	n/a	unknown	unknown	Dec 15, 2025	n/a	active
Coastlineacademy	n/a	unknown	unknown	n/a	n/a	active
Mount Thor	n/a	unknown	unknown	n/a	n/a	active
Kafene	n/a	unknown	unknown	n/a	n/a	active
Braavo	n/a	unknown	unknown	n/a	n/a	unknown
Coastline Academy	n/a	unknown	unknown	n/a	n/a	unknown
Cruseo Energy	n/a	unknown	unknown	n/a	n/a	unknown
Clutch	n/a	unknown	unknown	n/a	n/a	active
Nooks Holdings, Inc.	Va	unknown	unknown	n/a	n/a	unknown
Wurthy, Inc.	CA	unknown	unknown	n/a	n/a	active
Lina	n/a	unknown	unknown	n/a	n/a	active
HumanCo	n/a	unknown	unknown	n/a	n/a	active
Clearco	n/a	unknown	unknown	n/a	n/a	active
STAX Engineering	n/a	unknown	unknown	n/a	n/a	active
Settle	n/a	unknown	unknown	n/a	n/a	active
Beacon	n/a	unknown	unknown	n/a	n/a	active
Trust	n/a	unknown	unknown	n/a	n/a	active
Authentic	n/a	unknown	unknown	n/a	n/a	active
Kontempo	n/a	unknown	unknown	n/a	n/a	active
Stryze	n/a	unknown	unknown	n/a	n/a	active
Finley	n/a	unknown	unknown	n/a	n/a	active
Highline	n/a	unknown	unknown	n/a	n/a	active
10Club	n/a	unknown	unknown	n/a	n/a	active
CapitalOS	n/a	unknown	unknown	n/a	n/a	active
Outgo	n/a	unknown	unknown	n/a	n/a	active
Applause	n/a	unknown	unknown	n/a	n/a	active
Mainfactor	n/a	unknown	unknown	n/a	n/a	active
SuperOrdinary	n/a	unknown	unknown	n/a	n/a	active
Heroes	n/a	unknown	unknown	n/a	n/a	active
Filmrise	n/a	unknown	unknown	n/a	n/a	active

Relationships

showing 80 of 169

Invested in (57)

→ CoastlineacademyCompanyunknown
factDFX's own graph
→ SunboundCompanyunknown
factDFX's own graph
→ 10ClubCompanyunknown
factDFX's own graph
→ TensecCompanyunknown
factDFX's own graph
→ Wurthy, Inc.Companyunknown
factDFX's own graph
→ LedgerwayCompanyunknown
factDFX's own graph
→ HumanCoCompanyunknown
factDFX's own graph
→ CastCompanyunknown
factDFX's own graph
→ Elevate BrandsCompanyunknown
factDFX's own graph
→ KafeneCompanyunknown
factDFX's own graph
→ Neon.aiCompanyunknown
factDFX's own graph
→ ClearcoCompanyunknown
factDFX's own graph
→ KloverCompanyunknown
factDFX's own graph
→ NaturalCompanyunknown
factDFX's own graph, The subject's own site
→ OutgoCompanyunknown
factDFX's own graph
→ KontempoCompanyunknown
factDFX's own graph
→ GyngerCompanyunknown
factDFX's own graph
→ CapitalOSCompanyunknown
factDFX's own graph
→ e2logCompanyunknown
factDFX's own graph
→ MundiCompanyunknown
factDFX's own graph, The subject's own site
→ ClutchCompanyunknown
factDFX's own graph
→ Mount ThorCompanyunknown
factDFX's own graph, The subject's own site
→ CrusoeCompanyunknown
factDFX's own graph
→ RechargedCompanyunknown
factDFX's own graph
→ Rally Inc.Companyunknown
factDFX's own graph
→ HeroesCompanyunknown
factDFX's own graph
→ SuperOrdinaryCompanyunknown
factDFX's own graph
→ FilmriseCompanyunknown
factDFX's own graph
→ General ComputeCompanyunknown
factDFX's own graph
→ DandyCompanyunknown
factDFX's own graph
and 27 more

Employs (16)

→ Drew PelletierPersonVICE PRESIDENT
factThe subject's own site
→ Adam WittenbergPersonController
factThe subject's own site
→ Danny RosenPersonVICE PRESIDENT
factThe subject's own site
→ Dallin RosdahlPersonMANAGING DIRECTOR
factThe subject's own site
→ Connor HoisingtonPersonAssociate
factThe subject's own site
→ Christine ConnellyPersonCHIEF OF STAFF
factThe subject's own site
→ William Carroll GeistPersonMANAGING PARTNER
factThe subject's own site
→ Trey CobbPersonPrincipal
factThe subject's own site
→ Brynne RozziPersonINVESTOR RELATIONS ANALYST
factThe subject's own site
→ Loui SmithPersonEXECUTIVE ASSISTANT
factThe subject's own site
→ Joey PeracchiaPersonAssociate
factThe subject's own site
→ Billy LibbyPersonMANAGING PARTNER
factThe subject's own site
→ Jason FingerPersonMANAGING PARTNER
factThe subject's own site
→ Greg VilkinPersonPARTNER, CFO & CCO
factThe subject's own site
→ Alex CeperoPersonVP OF FINANCE AND SR CONTROLLER
factThe subject's own site
→ Eric ChangPersonVICE PRESIDENT
factThe subject's own site

Dated events

39 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 1, 2024
Person joined
William Carroll Geist joined Schedule A of Upper90 as Managing Partner
Form ADVobserved 7 days ago

Show 39 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
Billy Libby of Upper90: Five Things You Need To Know If You Want To Build, Scale and Prepare Your Business For a Lucrative Exit
First seen by DFX
Sep 16, 2026
date not stated
Upper90 Raises $180 Million In Fresh Capital For Fund III Launch To Help Startups Power Growth With Credit
First seen by DFX
Sep 16, 2026
date not stated
Upper90 Closes $180 Million Fund for Asset-Based Startup Lending
First seen by DFX
Sep 16, 2026
date not stated
Hybrid Investment Platform Upper90 Secures $55 Million in Equity Funding Focused on E-Commerce Companies
First seen by DFX
Sep 16, 2026
date not stated
Upper90 Closes $55 Million Equity Fund Focused on Leading eCommerce Companies
First seen by DFX
Sep 16, 2026
date not stated
Upper90 Closes $195 Million Fund From More Than 300 Business Builders
First seen by DFX
Sep 16, 2026
date not stated
Fig Tech Partners with Upper90 to Lead Digital Transformation of Non-profit Lending Programs
Occurred
Mar 26, 2026
Upper90: Private Equity Funds on Form ADV 24 (2024 extract) -> 31 (roster 2026-09-01)
Occurred
Mar 27, 2024
Fund 805-8514381932 no longer reported on Form ADV by Upper90
Occurred
Mar 27, 2024
Fund 805-6077034896 no longer reported on Form ADV by Upper90
Occurred
Mar 27, 2024
Fund 805-7905580738 no longer reported on Form ADV by Upper90
Occurred
Mar 27, 2024
Fund 805-2655446608 no longer reported on Form ADV by Upper90
Occurred
Mar 27, 2024
Fund 805-8079321434 no longer reported on Form ADV by Upper90
Occurred
Mar 27, 2024
Fund 805-1084720751 no longer reported on Form ADV by Upper90
Occurred
Mar 27, 2024
Upper90 Crusoe Loan Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $10,261,534
Occurred
Mar 27, 2024
Upper90 Fund III Parallel Master, LP first reported on Form ADV by Upper90 (Private Equity Fund), GAV $361,675,510
Occurred
Mar 27, 2024
Crusoe Bridge Equity Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $4,575,088
Occurred
Mar 27, 2024
Fund 805-9147444971 no longer reported on Form ADV by Upper90
Occurred
Mar 27, 2024
Fund 805-9634051148 no longer reported on Form ADV by Upper90
Occurred
Mar 27, 2024
Fund 805-4794781470 no longer reported on Form ADV by Upper90
Occurred
Mar 28, 2023
Upper90 Crusoe Equity IV Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $7,394,844
Occurred
Mar 28, 2023
Upper90 Heroes Equity Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $12,543,484
Occurred
Mar 28, 2023
Fund 805-5869303332 no longer reported on Form ADV by Upper90
Occurred
Mar 28, 2023
Fund 805-5836763557 no longer reported on Form ADV by Upper90
Occurred
Mar 28, 2023
Fund 805-8144238077 no longer reported on Form ADV by Upper90
Occurred
Mar 28, 2023
Upper90 Fund III, LP first reported on Form ADV by Upper90 (Private Equity Fund), GAV $199,631,799
Occurred
Mar 30, 2022
Upper90 Thrasio V Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $51,993,216
Occurred
Mar 30, 2022
Upper90 Crusoe II Spv, LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $36,139,271
Occurred
Mar 30, 2022
Upper90 Beacon Equity Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $9,141,569
Occurred
Mar 30, 2022
Upper90 Acquco I S LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $15,860,794
Occurred
Mar 30, 2022
Upper90 Highfive Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $410,468
Occurred
Mar 30, 2022
Thrasio Acquisition Partners II LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $40,045,616
Occurred
Mar 30, 2022
Upper90 Octane Equity Spv II LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $8,117,066
Occurred
Mar 30, 2022
Upper90 Thrasio Ix Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $32,268,957
Occurred
Mar 30, 2022
Upper90 Thrasio Viii Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $6,011,644
Occurred
Mar 30, 2022
Elevate Acquisition VII S LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $15,040,714
Occurred
Mar 30, 2022
Upper90 Clutch Equity Spv II LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $3,151,395
Occurred
Mar 30, 2022
Upper90 Ecommerce Opportunities Fund, LP first reported on Form ADV by Upper90 (Private Equity Fund), GAV $81,871,167
Occurred
Mar 30, 2022
Upper90 Crusoe Equity III Spv LLC first reported on Form ADV by Upper90 (Private Equity Fund), GAV $5,120,573

Named in current findings

SignalPrivate equityconfidence moderate

Coastline Academy made 8 add-on acquisitions in 24 months

Coastline Academy, a platform held by Greybull Advisors, LLC, Upper90, has 15 add-on acquisitions evidenced on the graph, 8 of them in the last 24 months, most recently 2026-05-01.

Coastline Academy Greybull Advisors, LLC Upper90

Sep 21, 2024 to Sep 21, 20262 evidence rowsconfirmed today

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Drew Pelletier
VICE PRESIDENT · Revealable: 1 professional profile (firm website)
Adam Wittenberg
CONTROLLER · Revealable: 1 professional profile (firm website)
Danny Rosen
VICE PRESIDENT · Revealable: 1 professional profile (firm website)
Dallin Rosdahl
MANAGING DIRECTOR · Revealable: 1 professional profile (firm website)
Connor Hoisington
ASSOCIATE · Revealable: 1 professional profile (firm website)
Christine Connelly
CHIEF OF STAFF · Revealable: 1 professional profile (firm website)
William Carroll Geist
MANAGING PARTNER · Revealable: 1 professional profile (firm website)
Trey Cobb
PRINCIPAL · Revealable: 1 professional profile (firm website)
Brynne Rozzi
INVESTOR RELATIONS ANALYST · Revealable: 1 professional profile (firm website)
Loui Smith
EXECUTIVE ASSISTANT · Revealable: 1 professional profile (firm website)
Joey Peracchia
ASSOCIATE · Revealable: 1 professional profile (firm website)
Billy Libby
MANAGING PARTNER · Revealable: 1 professional profile (firm website)
Jason Finger
MANAGING PARTNER · Revealable: 1 professional profile (firm website)
Greg Vilkin
PARTNER, CFO & CCO · Revealable: 1 professional profile (firm website)
Alex Cepero
VP OF FINANCE AND SR CONTROLLER · Revealable: 1 professional profile (firm website)
Eric Chang
VICE PRESIDENT · Revealable: 1 professional profile (firm website)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:96109030-5562-425f-90fb-46aa8aa8e90b
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Upper90

Private Equity

Providence, RI

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:96109030-5562-425f-90fb-46aa8aa8e90b

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.