A complete list of active advisors currently associated with Upspring Capital LLC

Warmer can help you find a great advisor at Upspring Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Upspring Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ryan Langberg	Dallas, TX	0
David Portnoy	Dallas, TX	23

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