← Directory
UPLIFT
Legal name: UPLIFT INVESTORS, LP
CRD 335515File 801-132856
APPROVED
Custody
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.08B
Clients
6
6 accounts
Employees
17
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 28, 2025
- Principal office
- 23 OLD KINGS HIGHWAY SOUTH, SUITE 202, DARIEN, CT, 06820
- Phone
- 908-256-4073
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $1.08B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- $180.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $1.08B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Employees | 8 | 17 | increased by9 |
| Aug 23, 2026 | Clients | 2 | 6 | increased by4 |
| Aug 23, 2026 | AUM | $230,500,000 | $1,083,704,515 | increased by$853,204,515 |
| Aug 23, 2026 | Accounts | 2 | 6 | increased by4 |
| Apr 1, 2026 | AUM | $211,000,000 | $230,500,000 | increased by$19,500,000 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UPLIFT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UPLIFT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.