Full-service secondary solutions for LPs and GPs
Muller & Monroe Asset Management
sold $135 million of funds portfolios to
Single Family Office
received holding company financing from
Early-stage VC Firm
sold its portfolio of early-stage companies to
Advisor to
$30 million raised for single asset continuation vehicle
Structured Fund Facility
Advisor to
sold LP interest in private credit portfolio to
Advisor to
received strategic debt investment from
Advisor to
The sale of single or multiple assets from a fund into an SPV to extend the investment horizon for GPs
The estimated addressable market size is $134 billion
Yes, we would consider the execution of either to be a secondary sale
Yes, check out our research on tail-end funds
Upwelling Capital Group is an exempt reporting advisor that provides customized strategies and solutions to enhance the overall returns for premier alternative investors. Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Upwelling Capital Group and BA Securities, LLC are separate, unaffiliated entities.
To learn more about the professional background of Upwelling Capital Group and our Registered Representatives, please visit FINRA BrokerCheck.
Past performance, awards, or testimonials are not indicative of future results. No guarantee of future performance or success is implied.
2820 Fifth Street
Davis, CA 95618
(530) 758-7888
575 Lexington Avenue
New York, NY 10022
(212) 301-7649
