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UPP MANAGEMENT, LP

HOUSTON, TX · CRD 342664 · IAPD ↗ · unitedpp.com · 713-659-3500

$0Regulatory AUM
9Advisory reps
316Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
July 2026 — UPP MANAGEMENT, LP (HOUSTON, TX) is newly SEC-registered with $0 RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.