# Edelweiss, LLC

> Edelweiss, LLC is an exempt reporting adviser in San Antonio, TX, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 309453
- Filed as: EDELWEISS, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309453
- AdvisorCensus page: https://advisorcensus.com/firm/edelweiss-llc-san-antonio-tx-309453

## Quick answers

**Where is Edelweiss, LLC located?**
Edelweiss, LLC's principal office is in San Antonio, TX, according to its Form ADV.

**How does Edelweiss, LLC report to regulators?**
Edelweiss, LLC is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 309453.

**Does Edelweiss, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309453

## From the Form ADV filing

### Firm details
- Reporting since: 2021 (5 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- upstreamcap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | January 25, 2021 |
| October 2022 | Not reported | Not reported | February 8, 2022 |
| October 2023 | Not reported | Not reported | January 19, 2023 |
| October 2024 | Not reported | Not reported | June 7, 2024 |
| October 2025 | Not reported | Not reported | March 10, 2025 |
| October 2026 | Not reported | Not reported | January 21, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edelweiss, LLC (CRD 309453): Form ADV filing data as of October 2026.