Upwelling Equity Investors I LP
Private Equity FundFund ID 805-2437059652Delaware, United States
Gross assets
$6.6M
Min. investment
$25K
Beneficial owners
22
Size rank
Top 82%
Audited
Yes
Structure
Standalone
About this fund
Upwelling Equity Investors I LP is a private equity fund managed by Upwelling Capital Group LLC. The fund reports $6.6 million in gross assets, placing it among the top 82% of private funds by size. The stated minimum investment is $25,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-2437059652 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Medley Opportunity Fund II LP | Other Private | $7.3M |
| Upwelling Equity Investors I-B LP | Private Equity | $1.3M |
| Upwelling Equity Investors II LP | Private Equity | — |
Frequently asked questions
How large is Upwelling Equity Investors I LP?
Upwelling Equity Investors I LP reports $6.6 million in gross assets, among the top 82% of private funds by size.
What is the minimum investment for Upwelling Equity Investors I LP?
The stated minimum investment is $25,000.
Who manages Upwelling Equity Investors I LP?
Upwelling Equity Investors I LP is managed by Upwelling Capital Group LLC.
Does Upwelling Equity Investors I LP disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
U
Davis, CA
Service providers
Reported gross assets
$6.6MNo change
Jan '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 82%
Larger than 18% of 67,041 private funds
Gross assets vs Private Equity FundsTop 82%
Larger than 18% of 31,066 private equity funds
Minimum investmentTop 90%
Higher than 10% of funds reporting a minimum
Investor base
Adviser & related persons6%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.