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U••••• P•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

U••••• P•••••••••

UP HOLDINGS, LLC, CRD 172594

MILL VALLEY, CA

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Search this name across graphsid dfx:ria:3da9ffb5-6528-15d8-5e0c-42b3544098ed

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 13, 2026 to Mar 13, 2026
1 observations

Across DFX

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

Venture Capitalidentity

U••••• P•••••••••

Venture manager · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-131765
CRD: 172594
Filings on the tape: 1
First filed: Mar 13, 2026
Latest filed: Mar 13, 2026

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
U••••• P••••••••• I•• L•••	Venture Capital Fund	$45.4M	Dec 5, 2024	24	Dec 5, 2024	reported	021-259445
U••••• P••••••••• I• L•••	Venture Capital Fund	$20.2M

Relationships

Advises (3)

→ U••••• P••••••••• I•• L•••Private fundVenture Capital Fund, ERA
Dec 5, 2024 to presentfactForm ADV
→ U••••• P••••••••• I• L•••Private fundVenture Capital Fund, ERA
Dec 5, 2024 to presentfactForm ADV
→ U••••• P••••••••• W•••••••• L•••Private fundVenture Capital Fund, ERA
Dec 5, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3da9ffb5-6528-15d8-5e0c-42b3544098ed
First observed: Mar 13, 2026
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
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.