Home

Our Services

Advisory Services


Investment strategy and research across alternative investments, including private equity, venture capital, private debt, energy and infrastructure

>

Institutional expertise to help build a diversified, risk-mitigated alternative investment portfolio

>

All facets of due diligence on funds and direct investment opportunities

>

Well versed in manager/board presentations and trustee communication

Asset Management Service


Portfolio exposure segmentation and risk analysis

.

Identify capital requirements for underlying portfolio companies

.

Identify appropriate sources of capital for bespoke opportunities

.

Evaluate stability of investment manager

.

Advisory solutions for investors in fund restructurings

Legacy Portfolio Solutions


Develop independent buy/sell/hold analysis for stakeholders

.

Provide market pricing on targeted funds

.

Evaluate all liquidity options including secondaries, restructurings and portfolio dissolutions

.

Maximize value by managing an efficient and thorough sale process

.

Optimize sequencing and timing of partnership sales

 

 

 

 

 

 

Affiliations

CVCA_logo_highres
ilpa
acore-logo
altexchangelogo
acg_logo13
amexcap
Upwelling Capital Group is located in the heart of Northern California
2800 Fifth Street Suite 120 Davis, CA 95618