Upper90 Capital Management, Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 304179
· SEC file 801-119170
· Providence, RI
· twitter.com
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 31
- Avg AUM / client
- $35.7M
- Accounts
- 31
- Employees
- 18
AUM over time
$210M
$1.1B
Jun 28, 2020
Mar 26, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 31 | $1.1B | 100.0% |
Private funds (25)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $816M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Upper90 Fund Iii Parallel Master, Lp master | Private Equity Fund | Delaware | $362M | 345 |
| Upper90 Fund Ii, Lp | Hedge Fund | Delaware | $187M | 308 |
| Upper90 Ecommerce Opportunities Fund, Lp | Private Equity Fund | Delaware | $48.8M | 119 |
| Upper90 Fund, Lp | Private Equity Fund | Delaware | $34.2M | 103 |
| Upper90 Crusoe Ii Spv, Llc | Private Equity Fund | Delaware | $26.8M | 100 |
| Elevate Acquisition Iv S Llc | Private Equity Fund | Delaware | $23.3M | 98 |
| Upper90 Fund Iii, Lp master | Private Equity Fund | Delaware | $16.6M | 238 |
| Elevate Acquisition Vii S Llc | Private Equity Fund | Delaware | $13.2M | 1 |
| Upper90 Crusoe Equity Ii Spv Llc | Private Equity Fund | Delaware | $11.6M | 31 |
| Upper90 Crusoe Equity Iii Spv Llc | Private Equity Fund | Delaware | $10.3M | 33 |
| Upper90 Crusoe Equity Spv Llc | Private Equity Fund | Delaware | $10.3M | 34 |
| Upper90 Crusoe Loan Spv Llc | Private Equity Fund | Delaware | $10.3M | 0 |
| Upper90 Heroes Equity Spv Llc | Private Equity Fund | Delaware | $9.9M | 67 |
| Upper90 Crusoe Equity Iv Spv Llc | Private Equity Fund | Delaware | $8.9M | 47 |
| Upper90 Octane Equity Spv Llc | Private Equity Fund | Delaware | $8.2M | 16 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Libby, William, Kogod | Chief Executive Office, Limited Partner | Apr 2018 (8y) | 50% – 75% | |
| Finger, Jason | Chairman And Limited Partner | Nov 2021 (5y) | 10% – 25% | |
| Vilkin, Gregory, Nmn | Chief Compliance Officer / Chief Financial Officer | Mar 2022 (4y) | Less than 5% | |
| Geist, William, Carroll | Managing Partner | Jan 2024 (3y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Upper90 Holdings Llc | General Partner | Jan 2020 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (25, $816M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Upper90 Fund Iii Parallel Master, Lp | Private Equity Fund | $362M | $250K | 345 |
| Upper90 Fund Ii, Lp | Hedge Fund | $187M | $12.5K | 308 |
| Upper90 Ecommerce Opportunities Fund, Lp | Private Equity Fund | $48.8M | $25.0K | 119 |
| Upper90 Fund, Lp | Private Equity Fund | $34.2M | $25.0K | 103 |
| Upper90 Crusoe Ii Spv, Llc | Private Equity Fund | $26.8M | $7.5K | 100 |
| Elevate Acquisition Iv S Llc | Private Equity Fund | $23.3M | $10.0K | 98 |
| Upper90 Fund Iii, Lp | Private Equity Fund | $16.6M | $250K | 238 |
| Elevate Acquisition Vii S Llc | Private Equity Fund | $13.2M | $500K | 1 |
| Upper90 Crusoe Equity Ii Spv Llc | Private Equity Fund | $11.6M | $15.0K | 31 |
| Upper90 Crusoe Equity Iii Spv Llc | Private Equity Fund | $10.3M | $25.0K | 33 |
| Upper90 Crusoe Equity Spv Llc | Private Equity Fund | $10.3M | $5.0K | 34 |
| Upper90 Crusoe Loan Spv Llc | Private Equity Fund | $10.3M | $250K | 0 |
| Upper90 Heroes Equity Spv Llc | Private Equity Fund | $9.9M | $5.0K | 67 |
| Upper90 Crusoe Equity Iv Spv Llc | Private Equity Fund | $8.9M | $10.0K | 47 |
| Upper90 Octane Equity Spv Llc | Private Equity Fund | $8.2M | $25.0K | 16 |
| Upper90 Beacon Equity Spv Llc | Private Equity Fund | $8.0M | $3.0K | 74 |
| Upper90 Octane Equity Spv Ii Llc | Private Equity Fund | $7.3M | $10.0K | 45 |
| Upper90 Acquco I S Llc | Private Equity Fund | $6.7M | $10.1K | 38 |
| Crusoe Bridge Equity Spv Llc | Private Equity Fund | $4.6M | $15.0K | 41 |
| Upper90 Clutch Equity Spv Ii Llc | Private Equity Fund | $2.8M | $5.0K | 26 |
| Upper90 Clutch Equity Spv Llc | Private Equity Fund | $2.1M | $5.0K | 51 |
| Upper90 Octane, Llc | Private Equity Fund | $1.5M | $25.0K | 23 |
| Elevate Acquisition Vi S Llc | Private Equity Fund | $844K | $500K | 1 |
| Upper90 Magic Car Wash Equity Spv Llc | Private Equity Fund | $326K | $8.0K | 6 |
| Upper90 Crusoe Spv, Llc | Private Equity Fund | $248K | $10.0K | 44 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 7.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗