Upp Management, LP

Registered investment adviser · Houston, TX · CRD #342664

Form ADV data as of 2026-09-01

Regulatory assets

Total accounts

Employees

316

Disclosure events

Firm details

Website: http://unitedpp.com
Telephone: 713-659-3500
SEC file number: 801-136513
Most recent Form ADV filing: 2026-05-19
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$0
Discretionary accounts	0
Non-discretionary accounts	0
Total accounts	0
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	316
Employees performing investment advisory functions (including research)	9
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	9
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
Client funds and securities held in a related person's custody	$0
Clients for whom a related person has custody	0
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

Performance-based fees

Advisory services offered

Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)

Affiliated related persons

Other investment adviser (including financial planners)Commodity pool operator or commodity trading advisorSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients