Joncarlo Mark, 530-758-7888
2800 Fifth St. Suite 120 Davis, CA 95618
Founded in 2011, Upwelling is a California-based investment advisor that specializes in providing liquidity and management solutions for legacy private capital portfolios. Specifically, Upwelling intermediates the sale of limited partnership portfolio interests and direct in-kind equity holdings. In addition, Upwelling sources capital and assists with the structuring of private equity fund and holding company recapitalizations. Clients include global investment management organizations, fund-of-funds, private equity/private credit/venture capital managers, endowments, foundations and family offices.