Investment adviser · CRD 297392

UPWEST LABS MANAGEMENT, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

PALO ALTO, CA, United States · Form ADV filed Mar 10, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

7 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.

UPWEST LABS FUND III, LPVenture Capital Fund · Last reported Mar 10, 2026$54.9MGross asset value
Auditor SENSIBA SAN FILIPPO, LLP SAN JOSE, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

SENSIBA SAN FILIPPO, LLP
PCAOB 854

Fund details & source
Fund ID
805-2297009345
Reported beneficial owners
29
Minimum commitment
$50K

Form ADV 2066470 · Mar 10, 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.

UPWEST LABS FUND IV, L.P.Venture Capital Fund · Last reported Mar 10, 2026$54.9MGross asset value
Auditor SENSIBA SAN FILIPPO, LLP SAN JOSE, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

SENSIBA SAN FILIPPO, LLP
PCAOB 854

Fund details & source
Fund ID
805-2398090415
Reported beneficial owners
82
Minimum commitment
$50K

Form ADV 2066470 · Mar 10, 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.

UPWEST LABS FUND I, LPVenture Capital Fund · Last reported Mar 10, 2026$20.5MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6819468627
Reported beneficial owners
16
Minimum commitment
$50K

Form ADV 2066470 · Mar 10, 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.

UPWEST LABS FUND II, LPVenture Capital Fund · Last reported Mar 10, 2026$19.2MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6039009194
Reported beneficial owners
38
Minimum commitment
$50K

Form ADV 2066470 · Mar 10, 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.

UPWEST LABS OPPORTUNITY FUND I LPVenture Capital Fund · Last reported Mar 10, 2026$16.6MGross asset value
Auditor SENSIBA SAN FILIPPO, LLP SAN JOSE, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

SENSIBA SAN FILIPPO, LLP
PCAOB 854

Fund details & source
Fund ID
805-6089636992
Reported beneficial owners
4
Minimum commitment
$490K

Form ADV 2066470 · Mar 10, 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.

UPWEST LABS FUND V, L.P.Venture Capital Fund · Last reported Mar 10, 2026$2.17MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1561472470
Reported beneficial owners
13
Minimum commitment
$100K

Form ADV 2066470 · Mar 10, 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.

UPWEST LABS SPV I, L.P.Venture Capital Fund · Last reported Mar 10, 2026$2.17MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3915588693
Reported beneficial owners
11
Minimum commitment
$27.5K

Form ADV 2066470 · Mar 10, 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: Mar 10, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

550 SOUTH CALIFORNIA AVENUE, SUITE 1
PALO ALTO, CA, 94306, United States

CRD 297392

Filing source

Form ADV 2066470 · Mar 10, 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.