Upspring Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$84,983,891
Clients
27
Advisors
1
of 1 employees
About
Upspring Capital LLC is a small, independent registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, small businesses, and qualified retirement plans. The firm manages roughly $99.5 million across about 27 client relationships and also offers access to third‑party money managers and participant education services for plan sponsors.
The firm manages accounts on both discretionary and non‑discretionary bases and uses a blend of fundamental analysis, modern portfolio theory, technical and cyclical analysis to construct and rebalance portfolios. For retirement plans it provides pension consulting and 3(21) fiduciary support, including investment committee assistance, investment monitoring, and ERISA‑related due diligence.
A distinctive aspect of Upspring Capital is its role as an investment manager to pooled vehicles and special purpose feeder funds — for example, the brochure discloses the UpSpring Goldcrest Fund III Feeder, LP and UpSpring Fifth Down Fund IV Feeder, LP that participate in Regulation D private placements. The firm discloses potential carried‑interest and performance‑based compensation associated with those private fund activities and describes mitigation steps such as written policies, investor disclosures, use of qualified custodians, and audited fund financial statements.
Client services
Expertise
Occupation focus
Fee options
$0 - $4,999,999.00: 1.0% $5,000,000.00 - $9,999,999.00: 0.75% $10,000,000.00+: 0.50%
IARs may receive commissions from insurance product sales.
Carried interest and performance-based fees for certain private investment vehicles (SPVs and feeder funds), terms detailed in fund offering documents.
Main office
4141 Office Parkway
Dallas TX 75204
Advisors at this office
2
Most active in
Texas
Also doing business as
Upspring Capital · Upspring Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ryan L
Series 65
Dallas, TX
Upspring Capital LLC
Ryan Langberg is a financial advisor at Upspring Capital LLC in Dallas, TX. He holds a Series 65 designation and has been associated with Upspring Capital LLC since 2006. Prior to this, he was a student for ten years. Upspring Capital LLC is an independent registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, small businesses, and qualified retirement plans. The firm manages approximately $99.5 million across 27 client relationships and employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis in portfolio construction and rebalancing.
David P
CFP®, CFA®, Series 66
Dallas, TX
Upspring Capital LLC
David Portnoy is a CFP® and CFA® with 22 years of industry experience. He is the founder and principal of Upspring Capital LLC, where he has worked since 2018. Prior to that, he held roles at Calton & Associates, IMS Securities, and IMS Financial Advisors. Outside of financial advising, he owns and operates businesses in metal fabrication and material handling equipment sales. Upspring Capital provides investment management and financial planning services to individuals, trusts, estates, businesses, and retirement plans, as well as pooled investment vehicles. The firm combines fundamental analysis, Modern Portfolio Theory, and technical and cyclical analysis in its investment approach, offering discretionary and non-discretionary portfolio management along with retirement plan consulting and fiduciary support.
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