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Our Services

Advisory Services

• Investment strategy review
• Alternative investment portfolio health assessment and performance attribution analysis
• Market intelligence and market positioning
• Guidance on structuring strategic relationships and separate accounts
• Independent asset evaluations

Asset Management Services

• Direct management of underperforming assets
• Separate account management for funds and direct investments
• Private equity, opportunistic credit, direct private lending and infrastructure specialization
• Due diligence services for primary, secondary fund and direct investments

Legacy Portfolio Solutions

• Comprehensive, active portfolio monitoring and investment manager oversight
• Direct investments into legacy or orphaned companies or funds
• End-of-life fund dissolution and asset monetization
• Limited Partner (LP) Advisory Board representation
• Follow-on investment evaluation and recommendations
• Guidance on optimal partnership restructurings and portfolio rebalancings

 

 

 

 

 

 

Affiliations

ilpa
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Upwelling Capital Group is located in the heart of Northern California
2800 Fifth Street Suite 120 Davis, CA 95618