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Our Services

Advisory Services


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

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

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All facets of due diligence on funds and direct investment opportunities

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Well versed in manager/board presentations and trustee communication

Asset Management Service


Portfolio exposure segmentation and risk analysis

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Identify capital requirements for underlying portfolio companies

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Identify appropriate sources of capital for bespoke opportunities

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Evaluate stability of investment manager

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Advisory solutions for investors in fund restructurings

Legacy Portfolio Solutions


Develop independent buy/sell/hold analysis for stakeholders

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Provide market pricing on targeted funds

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Evaluate all liquidity options including secondaries, restructurings and portfolio dissolutions

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Maximize value by managing an efficient and thorough sale process

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Optimize sequencing and timing of partnership sales

 

 

 

 

 

 

Affiliations

Upwelling Capital Group is located in the heart of Northern California
2800 Fifth Street Suite 120 Davis, CA 95618
Two Embarcadero Center San Francisco, CA 94103