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UPRIVER CAPITAL MANAGEMENT, LLC
UPRIVER CAPITAL MANAGEMENT, LLC
LA JOLLA, California
·
2 registered advisors
·
CRD# 309392
SEC# 801-118986
0
(619) 843-9721
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at UPRIVER CAPITAL MANAGEMENT, LLC
2 registered advisors
Claudio Francisco Robertson
LA JOLLA, California
CRD# 4883174
Karlo Teran
LA JOLLA, California
CRD# 5701968
05
Office Locations
LA JOLLA, California
2 advisors
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Data sourced from SEC Form ADV filings. UPRIVER CAPITAL MANAGEMENT, LLC (CRD# 309392) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.