DFX Intelligence

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RIA / WealthPrivate fundprivate equity fund3(c)(7)

UPWELLING EQUITY INVESTORS I-B LP

advised by UPWELLING CAPITAL GROUP LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:abc3a75e-a16b-5283-a293-4285a945b240

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2023 to Mar 29, 2024
3 observations

Across DFX

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

Private Equityidentity

Upwelling Equity Investors I-B LP

Private equity fund · shared adv fund id

Facts

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

Adviser: UPWELLING CAPITAL GROUP LLCCRD 164653
Fund type: Private Equity Fund
Latest reported GAV: $1.3Mgross asset value on Schedule D 7.B(1), as of 2024-03-29; never fund size
Peak reported GAV: $1.3M
Beneficial owners: 25,000
Minimum investment: $50,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 31, 2023
Last reported: Mar 29, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-6678695464

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 29, 2024	$1.3M	25,000	$50,000	0.0%	yes	UPWELLING EQUITY INVESTORS I-B LP
Jan 16, 2024	$1.1M	25,000	$50,000	0.0%	yes	UPWELLING EQUITY INVESTORS I-B LP
Mar 31, 2023	$1.1M	25,000	$50,000	0.0%	yes	UPWELLING EQUITY INVESTORS I-B LP

Relationships

Advises (1)

← UPWELLING CAPITAL GROUP LLCRegistered adviserPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abc3a75e-a16b-5283-a293-4285a945b240
First observed: Mar 31, 2023
Last observed: Mar 29, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed 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.

UPWELLING EQUITY INVESTORS I-B LP

advised by UPWELLING CAPITAL GROUP LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:abc3a75e-a16b-5283-a293-4285a945b240

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 29, 2024

$1.3M

25,000

$50,000

0.0%

yes

UPWELLING EQUITY INVESTORS I-B LP

Jan 16, 2024

$1.1M

25,000

$50,000

0.0%

yes

UPWELLING EQUITY INVESTORS I-B LP

Mar 31, 2023

$1.1M

25,000

$50,000

0.0%

yes

UPWELLING EQUITY INVESTORS I-B LP