Uptick Partners, LLC
● SEC registered since 2023CRD 324250SEC# 801-127235Nacogdoches, TX
Reg. AUM
$1.06B
Employees
25
Accounts
3,886
Location
Nacogdoches, TX
Uptick Partners, LLC assets under management
Uptick Partners, LLC operates as an SEC-registered investment adviser based in Nacogdoches, TX. The firm has been registered since 2023. It reports $1.1 billion in regulatory assets under management and employs 25 people.
Uptick Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barber Family Ventures, Inc Control | Owner | 50-75% | 2023 |
| Eaglestorm, Inc Control | Owner | 25-50% | 2023 |
| Jason Michael Barber Control | Managing Member, Chief Executive Officer, Chief Compliance Officer And Founder | Under 5% | 2023 |
| Pankratz Partners, Inc Control | Owner | 10-25% | 2023 |
| Steven Wayne Barber Control | Managing Member, Chairman And Founder | Under 5% | 2023 |
| Taylor Pankratz Control | Managing Member, Chief Operating Officer And Founder | Under 5% | 2023 |
Frequently asked questions
How much does Uptick Partners, LLC manage?
Uptick Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Uptick Partners, LLC have?
Uptick Partners, LLC reports 25 employees.
Where is Uptick Partners, LLC located?
Uptick Partners, LLC is based in Nacogdoches, TX and has been SEC-registered since 2023.
Does Uptick Partners, LLC disclose fund performance?
Uptick Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 East Austin, Nacogdoches, TX 75965 |
| Phone | (936) 800-0800 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 55%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1.06B