Investments

Investment Management

Fund Portfolios and GP Led Secondaries
Focus on middle market buyout and growth strategies

Replacement management solutions for partnerships in transitions
Active management of non-core portfolios

Upwelling Managed Funds

Upwelling Equity Investors I
Upwelling Equity Investors I-B
Upwelling Equity Investors II
Lone Star CRA(GP Replacement)
Medley Opportunity Fund II(GP Replacement — Dissolved)

Industries

Financial Services, Healthcare, Business Services, Agriculture, Industrial, Consumer

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