Upstream.tax, LLC
Private fund administrator · 16 private funds on SEC Form ADV
Advisers' Form ADV filings name Upstream.tax, LLC as administrator to 16 private funds. It ranks No. 266 of 588 administrators by number of private funds served.
Rankings
Funds served, by type
- Venture capital funds16
Where its clients are
State of the funds' U.S. advisers.
- Colorado16
Where the funds are organized
- United States16
Names as filed
Upstream.tax, LLC
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.