Upwelling Capital Group LLC
upwellingcapital.com Direct + LP
Upwelling Capital Group is an investment manager and advisor focused on providing liquidity solutions in the private markets through secondary transactions, including fund secondaries and direct investments. It also offers advisory services for LP portfolio sales and GP-led transactions.
Upwelling Capital Group LLC is an investor headquartered in Davis, United States, founded in 2011. It invests both directly in companies and in funds as a limited partner, in financial Services, healthcare, business Services and agriculture.
“Providing liquidity solutions to the private markets (private equity, private debt, venture capital, and real assets) through the secondary markets.”
— Upwelling Capital Group LLC, own website
- Layer
- Direct + LP
- Type
- Other
- Stage
- Unknown
- Headquarters
- Davis, United States
- Founded
- 2011
Team, as Upwelling Capital Group LLC publishes it
- Joncarlo Mark Partner
- Eric Green Partner
- Nicole Kane CFO
- David Martus Senior Advisor
- Ettie Philitas Senior Advisor
- Jayce Smalley Senior Associate
- Shane Ryan Associate
- Bennett Green Associate
- Gabriela Orellana Cruz Administrative Assistant
Names and roles exactly as listed on upwellingcapital.com. Nothing else about these people is recorded.
Co-invests most often with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 23 co-investors found.
- Overlap Holdings 3 shared companies: finra.org, sipc.org, basecuritiesllc.com
- Proteus Capital Solutions 3 shared companies: finra.org, sipc.org, basecuritiesllc.com
- Acp Capital Management, LLC 2 shared companies: finra.org, sipc.org
- BroadOak Asset Management, LLC 2 shared companies: finra.org, sipc.org
- Cerity Partners Ventures 2 shared companies: finra.org, sipc.org
- Future Standard 2 shared companies: finra.org, sipc.org
- Galaxy Digital Capital Management LP 2 shared companies: finra.org, sipc.org
- Greybrook Capital 2 shared companies: finra.org, sipc.org
- InvestX Asset Management LLC 2 shared companies: finra.org, sipc.org
- iSelect Fund Management, LLC 2 shared companies: finra.org, sipc.org
and 13 more — the graph.
Where this comes from
Every fact above was read from a page Upwelling Capital Group LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://upwellingcapital.com/name, is_investor, type, hq_country, hq_city, thesis_quote, thesis_quote_page, description, founded, status
- https://upwellingcapital.com/investments/layer, sectors
- https://upwellingcapital.com/team/people
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Record 4063 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
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