UPPER90 CAPITAL MANAGEMENT, LP

UPPER90
PROVIDENCE, Rhode Island·6 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
6
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

6 registered advisors
Alex Urdea
NEW YORK, New York
Gregory Nmn Vilkin
PROVIDENCE, Rhode Island
Jason Finger
PROVIDENCE, Rhode Island
Michael Moreau
NEW YORK, New York
William Carroll Geist
PROVIDENCE, Rhode Island
William Kogod Libby
NEW YORK, New York
05

Office Locations

NEW YORK, New York
3 advisors
PROVIDENCE, Rhode Island
3 advisors

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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.