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UPP MANAGEMENT, LP

CRD 342664File 801-136513
APPROVED
Custody
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
316
Bottom 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
FWRO
Registration date
Jun 15, 2026
Principal office
1001 FANNIN STREET, SUITE 800, HOUSTON, TX, 77002
Phone
713-659-3500
Website
http://Unitedpp.com

Assets & accounts

ADV Item 5F
Total regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Discretionary accounts
0
Non-discretionary accounts
0
Total accounts
0
AUM per client
—

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 17, 2026CustodyNoYes
Jul 1, 2026Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “UPP MANAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UPP MANAGEMENT” 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.