UPPER90 CAPITAL MANAGEMENT, LP

UPPER90
PROVIDENCE, Rhode Island·3 registered advisors·CRD# 304179
SEC# 801-1191702(646) 979-0719
01

Firm Overview

AUM
$816M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at UPPER90 CAPITAL MANAGEMENT, LP

3 registered advisors
Alex Urdea
NEW YORK, New York
William Carroll Geist
PROVIDENCE, Rhode Island
William Kogod Libby
NEW YORK, New York
05

Office Locations

NEW YORK, New York
2 advisors
PROVIDENCE, Rhode Island
1 advisor

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Data sourced from SEC Form ADV filings. UPPER90 CAPITAL MANAGEMENT, LP (CRD# 304179) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.