Investment adviser · CRD 335515
UPLIFT
Investment adviser filing (IA)
UPLIFT INVESTORS, LP
DARIEN, CT, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $1.08B Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $1,083,704,515 | 100.0% |
Filing source
Form ADV 2123157 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
6 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
UPLIFT INVESTORS FUND I, LPPrivate Equity Fund · Last reported Aug 17, 2026$540MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595
Fund details & source
- Fund ID
- 805-8674506206
- Reported beneficial owners
- 78
- Minimum commitment
- $0
- Form D file number
- 021-548381
Form ADV 2123157 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UPLIFT INVESTORS FINCH CO-INVEST FUND, LPPrivate Equity Fund · Last reported Aug 17, 2026$138MGross asset value
Form D fundraising filings
Uplift Investors Finch Co-Invest Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS, LLC
PCAOB 238
Fund details & source
- Fund ID
- 805-7009476587
- Reported beneficial owners
- 28
- Minimum commitment
- $0
- Form D file number
- 021-574752
Form ADV 2123157 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UPLIFT INVESTORS EGRET CO-INVEST FUND, LPPrivate Equity Fund · Last reported Aug 17, 2026$136MGross asset value
Form D fundraising filings
Uplift Investors Egret Co-Invest Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLC
PCAOB 238
Fund details & source
- Fund ID
- 805-4167320550
- Reported beneficial owners
- 16
- Minimum commitment
- $0
- Form D file number
- 021-589506
Form ADV 2123157 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UPLIFT INVESTORS FUND I-A, LPPrivate Equity Fund · Last reported Aug 17, 2026$130MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSE COOPERS LLP
PCAOB 238
LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595
Fund details & source
- Fund ID
- 805-8119451683
- Reported beneficial owners
- 18
- Minimum commitment
- $0
- Form D file number
- 021-548382
Form ADV 2123157 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UPLIFT INVESTORS DOVE CO-INVEST FUND, LPPrivate Equity Fund · Last reported Aug 17, 2026$110MGross asset value
Form D fundraising filings
Uplift Investors Dove Co-Invest Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-1899417225
- Reported beneficial owners
- 26
- Minimum commitment
- $0
- Form D file number
- 021-570733
Form ADV 2123157 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UPLIFT INVESTORS MOCKINGBIRD CO-INVEST FUND, LPPrivate Equity Fund · Last reported Aug 17, 2026$30MGross asset value
Form D fundraising filings
Uplift Investors Mockingbird Co-Invest Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSE COOPERS, LLC
PCAOB 238
Fund details & source
- Fund ID
- 805-9118440849
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-592248
Form ADV 2123157 · Aug 17, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
23 OLD KINGS HIGHWAY SOUTH, SUITE 202DARIEN, CT, 06820, United States
CRD 335515
Filing source
Form ADV 2123157 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.