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SEC Form ADV

UPWELLING CAPITAL GROUP LLC

Firm profile: Upwelling Capital Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCAERA
$71.7M
Assets Under Management
4
Total Clients
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Registration Details

Accession
crd-164653
Location
DAVIS, CA
Filing Date
March 31, 2026
AUM
$71.7M
Total Clients
4
Amendment
No
SEC EDGAR
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Client Types

PE Funds

Investment Strategies

ERA

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $71.7M in combined gross assets.

  • LONE STAR CRA FUND LPPrivate Equity Fund$64.9M
  • UPWELLING EQUITY INVESTORS I LPPrivate Equity Fund$5.3M
  • UPWELLING EQUITY INVESTORS I-B LPPrivate Equity Fund$1.1M
  • UPWELLING EQUITY INVESTORS II LPPrivate Equity Fund$511K

About this Adviser

UPWELLING CAPITAL GROUP LLC is a registered investment adviser headquartered in DAVIS, CA, managing approximately $71.7M in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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