Upwelling Capital Group LLC
Davis, CA · CRD 164653
Private equity managerExempt reporting
Upwelling Capital Group LLC is an exempt reporting adviser based in Davis, CA that reports managing 4 private funds on Form ADV, including 4 private equity funds. Its private funds hold $71.7 million in gross assets.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $71.7 millionAll private fund types, Form ADV
- Private funds managed
- 4PE 4 · VC 0 · hedge 0
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 164653
- Latest Form ADV
- 03/31/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
Upwelling Equity Investors II LP
Davis, CAEmerging
First saleJul 2024
Raised$3.5M
Investors19
MinimumNone set
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (4)
Fund
Gross assets
Minimum
Owners
Adviser
Medley Opportunity Fund II LP
Delaware, United StatesPrivate fund
Gross assets$7.3M
Minimum$2.0M
Owners23
AdviserUpwelling Capital Group LLC
Upwelling Equity Investors I LP
Delaware, United StatesPrivate equity fund
Gross assets$6.6M
Minimum$25K
Owners22
AdviserUpwelling Capital Group LLC
Upwelling Equity Investors I-B LP
Delaware, United StatesPrivate equity fund
Gross assets$1.3M
Minimum$50K
Owners25,000
AdviserUpwelling Capital Group LLC
Upwelling Equity Investors II LP
Delaware, United StatesPrivate equity fund
Gross assets$0
Minimum$50K
Owners2
AdviserUpwelling Capital Group LLC
As reported in the adviser's Form ADV filed Mar 29, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures