Investment adviser · CRD 173084

UPSIDE FINANCIAL, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
0
Reported in this filing
Advisory professionals
0
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

35 EAST WACKER DRIVE, SUITE 2400
CHICAGO, IL, 60601, United States

CRD 173084

Filing source

Form ADV 1003437 · Mar 30, 2016 · 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.