Advisory

Full-service secondary solutions for LPs and GPs

Investment Advisory

Intrinsic valuation analysis for LPs considering tactical portfolio rebalancing
Due diligence analysis and support for fund primaries, secondaries, and co-investments
Represent LPs or LPACs in complex fund restructurings

Transaction Advisory

Advise on secondary transactions, including fund portfolios and GP-led secondaries
Strategies include buyout, VC, growth, private credit, and real assets
Structured liquidity solutions for LPs and GPs

Areas of focus

Buyouts, growth equity, venture capital, private credit, infrastructure, energy, and other real assets

Select Transaction Advisory Engagements

Sell-side Advisor

Muller & Monroe Asset Management

sold $135 million of funds portfolios to

Sell-side Advisor

Stifel Asset Management

sold a $30 million VC portfolio to

Sell-side Advisor

Single Family Office

received holding company financing from

Sell-side Advisor

Early-stage VC Firm

sold its portfolio of early-stage companies to

Sell-side Advisor

Single Family Office

sold $100 million of funds to

Sell-side Advisor

Single Family Office

structured liquidity solution from

Sell-side Advisor

Advisor to

$30 million raised for single asset continuation vehicle

Sell-side Advisor

Structured Fund Facility

Sell-side Advisor

Advisor to

sold LP interest in private credit portfolio to

Sell-side Advisor

Advisor to

received strategic debt investment from

Frequently Asked Questions

What is a continuation vehicle?

The sale of single or multiple assets from a fund into an SPV to extend the investment horizon for GPs

How liquid is the private secondary market?

The estimated addressable market size is $134 billion

Are secondary sales only for PE funds or do you consider the sale of singles assets?

Yes, we would consider the execution of either to be a secondary sale

Do older funds i.e. (tail-end) under perform newer vintage private equity funds?

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 offered through BA Securities, LLC., Member FINRA / SIPC

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Contact Us

2820 Fifth Street
Davis, CA 95618
(530) 758-7888

575 Lexington Avenue
New York, NY 10022
(212) 301-7649

Client Relationship Summary – Form CRS