DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

UPLIFT

UPLIFT INVESTORS, LP, CRD 335515

DARIEN, CT

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:f5ca8077-6497-6040-ec40-370eb5701786

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 2
Observed: Apr 24, 2025 to Aug 17, 2026
5 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Uplift reported RAUM $1.1B, up 370% from $230.5M (2026-03-31 to 2026-08-17)

Dated 2026-08-17 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceAug 17, 2026 · seen 6 days ago

Across DFX

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

Private Equityidentity

Uplift

Private equity manager · shared crd

Independent Sponsorsidentity

Uplift

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 16
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
Private funds: 6Schedule D 7.B(1)
Custody, client assets: $1.1B
SEC number: 801-132856
CRD: 335515
Filings on the tape: 5
First filed: Apr 24, 2025
Latest filed: Aug 17, 2026
Organised: Limited Partnership, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HAUSBERG, WILLIAM, NMN	MANAGING PARTNER	C	yes	04/2025	Aug 17, 2026	Aug 17, 2026
JOHNSON, LAUREN, MARIE	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	Na	yes	07/2026	Aug 17, 2026	Aug 17, 2026
ROSENSTEIN, DOUGLAS, JACOB	MANAGING PARTNER	B	yes	04/2025	Aug 17, 2026	Aug 17, 2026
SKAF, BRADLEY, SOUHEIL	MANAGING PARTNER	B	yes	04/2025	Aug 17, 2026	Aug 17, 2026
UPLIFT INVESTORS, LLC	GENERAL PARTNER OF UPLIFT INVESTORS, LP	Na	yes	04/2025	Aug 17, 2026	Aug 17, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$231M	$231M	8	8	0	2	n/a
2024	Apr 24, 2025	$0	$0	5	5	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$0	n/a	n/a	n/a	17	5	0	0

Relationships

Controls (5)

← UPLIFT INVESTORS, LLCOwnerGENERAL PARTNER OF UPLIFT INVESTORS, LP, ownership code NA, domestic entity
Aug 17, 2026 to presentfactForm ADV
← HAUSBERG, WILLIAM, NMNOwnerMANAGING PARTNER, ownership code C, individual
Aug 17, 2026 to presentfactForm ADV
← ROSENSTEIN, DOUGLAS, JACOBOwnerMANAGING PARTNER, ownership code B, individual
Aug 17, 2026 to presentfactForm ADV
← JOHNSON, LAUREN, MARIEOwnerCHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER, ownership code NA, individual
Aug 17, 2026 to presentfactForm ADV
← SKAF, BRADLEY, SOUHEILOwnerMANAGING PARTNER, ownership code B, individual
Aug 17, 2026 to presentfactForm ADV

Dated events

Occurred
Aug 17, 2026
Regulatory AUM changed
Uplift reported RAUM $1.1B, up 370% from $230.5M (2026-03-31 to 2026-08-17)
Form ADVobserved 6 days ago
$853M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5ca8077-6497-6040-ec40-370eb5701786
First observed: Apr 24, 2025
Last observed: Aug 17, 2026 35 days 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.

UPLIFT

UPLIFT INVESTORS, LP, CRD 335515

DARIEN, CT

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:f5ca8077-6497-6040-ec40-370eb5701786

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HAUSBERG, WILLIAM, NMN

MANAGING PARTNER

yes

04/2025

Aug 17, 2026

JOHNSON, LAUREN, MARIE

CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER

yes

07/2026

Aug 17, 2026

ROSENSTEIN, DOUGLAS, JACOB

MANAGING PARTNER

yes

04/2025

Aug 17, 2026

SKAF, BRADLEY, SOUHEIL

MANAGING PARTNER

yes

04/2025

Aug 17, 2026

UPLIFT INVESTORS, LLC

GENERAL PARTNER OF UPLIFT INVESTORS, LP

yes

04/2025

Aug 17, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$231M

n/a

2024

Apr 24, 2025

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

n/a