firm profile
Upper90
Overview
Upper90 is an SEC registered investment adviser based in Providence, RI, registered since 2019. It reports $1.1B in assets under management across 31 accounts, with 18 employees.
- Reported AUM
- $1.1B
- Discretionary
- 100%
- Accounts
- 31
- Average account
- $35.7M
- Employees
- 18
- Registered since
- 2019
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 4
- William Kogod Libby Chief Executive Office, Limited Partner CRD 4694933
- Jason Finger Chairman, Limited Partner CRD 7359032
- William Carroll Geist Managing Partner CRD 5547075
1 more executive officer, with direct contact details
Location
- Headquarters
- 269 S Main St Ste C
Providence, RI 02903 - County
- Providence
- Metro area
- Providence-Warwick, RI-MA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: upper90.io
Every state, with registration dates
Similar firms near Providence
- Providence Equity Partners L.L.C.Providence, RI$24.1B AUM
- Nautic Partners, LLCProvidence, RI$14B AUM
- Global Strategic Risk Management, LLCProvidence, RI$2.9B AUM
- Parsons Capital Management IncProvidence, RI$2.4B AUM
- UnisonProvidence, RI$2B AUM
request a demo
See what we have on Upper90
We'll walk you through the full profile and how to find more firms like this one.