Lower middle market 2024 PE fund GAV not reported 5 PE funds of 5, latest vintage 2023 1 investment professional last event Sep 1, 2026
UP Upper90 Providence, RI · upper90.io · SEC registered investment adviser
Buyout firm Upper90 is a hybrid investment firm that seeks to leverage data to provide tailored debt and equity to technology startups with predictable revenue or collateral. We aim to lead with credit and participate in equity for greater alignment.
Industries: Financial services (13 companies) · Software (6 companies) · Business services (6 companies)
Lower middle market 2024 PE fund GAV $897M 45 PE funds of 45, latest vintage 2024 13 investment professionals last event Sep 16, 2026
Founded in 2011, Upwelling Capital Group LLC is an investment manager focused on providing advisory and capital solutions to premier institutional investors and private capital managers.
Lower middle market 2024 PE fund GAV $6.9M 3 PE funds of 3, latest vintage 2024 2 investment professionals last event Mar 31, 2026
••• Locked
unsized 2024 PE fund GAV not reported 1 PE fund of 1, latest vintage 2016 investment professionals not tracked last event Sep 1, 2026
••• Locked
Stated: Infrastructure, Transportation and logistics
Industries: Transportation and logistics (stated) · Energy, utilities and infrastructure (stated)
Lower middle market 2024 PE fund GAV $125M 2 PE funds of 3, latest vintage 2024 3 investment professionals last event Apr 8, 2021
••• Locked
Stated: Technology
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Middle market 2024 PE fund GAV $4.2B 4 PE funds of 4, latest vintage 2025 investment professionals not tracked last event Sep 30, 2022
unsized 2024 PE fund GAV not reported 2 PE funds of 2 1 investment professional last event Sep 1, 2026
unsized 2024 PE fund GAV not reported 1 PE fund of 1 5 investment professionals last event Mar 28, 2012
Lower middle market 2024 PE fund GAV $32.0M 1 PE fund of 1, latest vintage 2021 investment professionals not tracked last event Jul 27, 2026
••• Locked
Stated: Technology
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market 2024 PE fund GAV $454,500 4 PE funds of 4 2 investment professionals last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $79.7M 1 PE fund of 1 1 investment professional last event Jun 16, 2015
•• V•••••••• L•• Radnor, PA · v•••••••••.com · SEC registered investment adviser
Buyout firm · probable Lower middle market 2024 PE fund GAV $762,043 1 PE fund of 1, latest vintage 2013 1 investment professional last event Mar 31, 2026
••• Locked
Stated: Healthcare, Technology, Financial services, Franchising
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Middle market 2024 PE fund GAV $2.4B 13 PE funds of 14, latest vintage 2025 5 investment professionals last event Sep 16, 2026
•• V••••••• Location unknown · v•••••••.com · SEC registered investment adviser
Buyout firm Lower middle market 2024 PE fund GAV $364M 4 PE funds of 9, latest vintage 2025 2 investment professionals last event Mar 20, 2026
••• Locked
Lower middle market 2024 PE fund GAV $784M 10 PE funds of 11, latest vintage 2022 11 investment professionals last event May 15, 2026
Lower middle market 2024 PE fund GAV $103M 23 PE funds of 23, latest vintage 2025 investment professionals not tracked last event Oct 18, 2016
Lower middle market 2024 PE fund GAV $266M 12 PE funds of 12, latest vintage 2024 2 investment professionals last event Mar 31, 2026
Lower middle market 2024 PE fund GAV $37.2M 1 PE fund of 1, latest vintage 2018 1 investment professional last event May 29, 2018
••• Locked
Stated: Manufacturing, Distribution, Technology, Food and beverage and 1 more
Industries: Software (6 companies) · Life sciences (2 companies) · Manufacturing (2 companies)
Large cap 2024 PE fund GAV $63B 67 PE funds of 81, latest vintage 2025 9 investment professionals last event Apr 29, 2026
••• Locked
Stated: Media and telecom
Industries: Media and telecom (stated)
Lower middle market 2024 PE fund GAV $6.9M 3 PE funds of 3, latest vintage 2023 3 investment professionals last event Sep 1, 2026
Stated: equity check $25.0M to $100M · Infrastructure
Industries: Energy, utilities and infrastructure (stated)
Lower middle market 2024 PE fund GAV $278M 6 PE funds of 6, latest vintage 2023 5 investment professionals last event Jan 7, 2022
Lower middle market 2024 PE fund GAV not reported 2 PE funds of 2 investment professionals not tracked last event Sep 1, 2026
••• Locked
Industries: Business services (1 company)
Lower middle market 2024 PE fund GAV $338M 2 PE funds of 2, latest vintage 2019 3 investment professionals last event Jul 2, 2018
••• Locked
Stated: equity check $30.0M to $100M · control · Business services, Healthcare, Technology
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Middle market 2024 PE fund GAV $1.4B 14 PE funds of 14, latest vintage 2024 5 investment professionals last event Jul 23, 2026
Lower middle market 2024 PE fund GAV not reported 10 PE funds of 10, latest vintage 2022 investment professionals not tracked last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $30.7M 1 PE fund of 1 investment professionals not tracked last event Dec 21, 2022
•• V•••••• Location unknown · v••••••.com · SEC exempt reporting adviser
Buyout firm · probable Lower middle market 2024 PE fund GAV $225,000 1 PE fund of 1, latest vintage 2022 2 investment professionals last event Jan 19, 2023
unsized 2024 PE fund GAV not reported 0 PE funds of 1 investment professionals not tracked last event Sep 1, 2026
••• Locked
Stated: majority or minority · Technology, Infrastructure, Transportation and logistics
Industries: Software (1 company) · Tech-enabled and IT services (1 company) · Hardware and deep tech (1 company)
Middle market 2024 PE fund GAV $3.3B 25 PE funds of 26, latest vintage 2022 investment professionals not tracked last event Jun 24, 2026
Lower middle market 2024 PE fund GAV $16.3M 4 PE funds of 4, latest vintage 2022 4 investment professionals last event Mar 1, 2016
Lower middle market 2024 PE fund GAV $44.3M 4 PE funds of 5, latest vintage 2017 2 investment professionals last event Mar 26, 2012
•• V••••••••• Houston, TX · v•••••••••.com · SEC exempt reporting adviser
Buyout firm ••• Locked
Stated: Technology
Industries: Software (1 company) · Tech-enabled and IT services (1 company) · Financial services (1 company)
Lower middle market 2024 PE fund GAV $14.3M 16 PE funds of 16, latest vintage 2024 1 investment professional last event Sep 1, 2026
unsized 2024 PE fund GAV not reported 2 PE funds of 2 1 investment professional last event Sep 1, 2026
••• Locked
unsized 2024 PE fund GAV not reported 0 PE funds of 0 investment professionals not tracked last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $103M 5 PE funds of 6, latest vintage 2023 investment professionals not tracked last event Mar 31, 2026
Middle market 2024 PE fund GAV $4.0B 27 PE funds of 36, latest vintage 2025 1 investment professional last event Mar 31, 2026
•• V•••• C•••••• Philadelphia, PA · SEC registered investment adviser
Buyout firm · probable Lower middle market 2024 PE fund GAV not reported 0 PE funds of 0 investment professionals not tracked last event Jan 31, 2012
•• V•••• C•••••• Philadelphia, PA · v••••.com · SEC registered investment adviser
Buyout firm Stated: revenue $100M to $1.0B
Industries: Software (2 companies) · Tech-enabled and IT services (2 companies) · Hardware and deep tech (2 companies)
Lower middle market 2024 PE fund GAV $180M 9 PE funds of 9, latest vintage 2012 12 platforms investment professionals not tracked last event May 27, 2022
••• Locked
Stated: EBITDA $10.0M+ · equity check $25.0M to $100M · control
Lower middle market 2024 PE fund GAV $141M 8 PE funds of 9, latest vintage 2025 investment professionals not tracked last event Mar 30, 2026
Lower middle market 2024 PE fund GAV $50.3M 24 PE funds of 24, latest vintage 2023 2 investment professionals last event Mar 31, 2026
••• Locked
Industries: Financial services (1 company) · Manufacturing (1 company)
Middle market 2024 PE fund GAV $3.5B 89 PE funds of 89, latest vintage 2024 1 platform 19 investment professionals last event Apr 25, 2026
•• V••••• Weston, FL · v•••••.co · SEC exempt reporting adviser
Buyout firm Lower middle market 2024 PE fund GAV $135M 8 PE funds of 9, latest vintage 2025 1 investment professional last event Jul 9, 2026
•• V••••• F•••••• Durham, NC · v•••••••••.co · SEC registered investment adviser
Buyout firm ••• Locked
Lower middle market 2024 PE fund GAV $9.9M 9 PE funds of 9 investment professionals not tracked last event Dec 13, 2018
Lower middle market 2024 PE fund GAV $46.6M 1 PE fund of 1, latest vintage 2024 investment professionals not tracked last event Dec 21, 2020
Lower middle market 2024 PE fund GAV not reported 1 PE fund of 1 investment professionals not tracked last event Sep 1, 2026
•• V•• E••••• A•• Hellerup · v••••••••.com · SEC exempt reporting adviser
Buyout firm ••• Locked
Industries: Software (1 company) · Tech-enabled and IT services (1 company) · Hardware and deep tech (1 company)
Lower middle market 2024 PE fund GAV $477M 4 PE funds of 5, latest vintage 2026 investment professionals not tracked last event Mar 31, 2026
Lower middle market 2024 PE fund GAV $82.3M 1 PE fund of 1, latest vintage 2018 2 investment professionals last event Nov 20, 2019
••• Locked
Stated: EBITDA $3.0M to $15.0M · revenue $10.0M to $50.0M · equity check $10.0M to $30.0M · minority · Business services, Software
Industries: Software (1 company) · Tech-enabled and IT services (1 company) · Hardware and deep tech (1 company)
Lower middle market 2024 PE fund GAV $85.6M 3 PE funds of 3, latest vintage 2020 4 investment professionals last event Feb 14, 2012
Lower middle market 2024 PE fund GAV $17.5M 1 PE fund of 1 investment professionals not tracked last event Sep 1, 2026
unsized 2024 PE fund GAV not reported 4 PE funds of 4, latest vintage 2013 investment professionals not tracked last event Mar 30, 2012