Upwelling Equity Investors II LP
Private Equity FundFund ID 805-6433051789Delaware, United States
Gross assets
—
Min. investment
$50K
Beneficial owners
2
Size rank
—
Audited
Yes
Structure
Standalone
About this fund
Upwelling Equity Investors II LP is a private equity fund managed by Upwelling Capital Group LLC. The stated minimum investment is $50,000. 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 | 805-6433051789 |
| 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 | No |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Medley Opportunity Fund II LP | Other Private | $7.3M |
| Upwelling Equity Investors I LP | Private Equity | $6.6M |
| Upwelling Equity Investors I-B LP | Private Equity | $1.3M |
Frequently asked questions
What is the minimum investment for Upwelling Equity Investors II LP?
The stated minimum investment is $50,000.
Who manages Upwelling Equity Investors II LP?
Upwelling Equity Investors II LP is managed by Upwelling Capital Group LLC.
Does Upwelling Equity Investors II 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
How this fund compares
Minimum investmentTop 85%
Higher than 15% of funds reporting a minimum
Investor base
Adviser & related persons1%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.