Upwelling Capital Group LLC (“Upwelling”) is pleased to announce the completion of a structured liquidity solution (“SLS”) on behalf of a family office for an undisclosed amount. The SLS was provided by Felicitas Global Partners, LLC (“Felicitas”) through its third credit secondaries fund.

With the continued evolution of the secondary market, Upwelling provides comprehensive liquidity solutions to institutional investors, including structured equity, NAV loans, fund portfolio sales and continuation vehicles.

 



About Upwelling Capital Group

Founded in 2011, Upwelling Capital Group LLC (“Upwelling”) is a registered investment adviser that provides customized strategies and solutions to enhance the overall returns for premier alternative investors. Upwelling specializes in providing secondary liquidity solutions across asset classes and capital structures. Principals have cumulatively overseen over $50 billion in global private equity commitments and have successfully managed over $5 billion in legacy, tail-end commitments, transfers, and workouts for leading institutional investors. Securities offered through BA Securities, LLC. Member FINRA / SIPC


About Felicitas Global Partners

Felicitas Global Partners, LLC (“Felicitas”) is an alternatives investment firm founded in 2012 that specializes in small & complex credit secondary transactions spanning NAV Loans & Preferred Equity Financing Solutions, Structured GP-led Secondaries, and LP Credit Secondaries. Felicitas manages capital from an institutional base of asset management firms, foundations, family offices, and private wealth managers, with approximately $830M Assets Under Management.