# Upside Partnership

> Upside Partnership is an exempt reporting adviser in Mill Valley, CA, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 172594
- Filed as: UPSIDE PARTNERSHIP
- Legal name: Up Holdings, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172594
- AdvisorCensus page: https://advisorcensus.com/firm/upside-partnership-mill-valley-ca-172594

## Quick answers

**Where is Upside Partnership located?**
Upside Partnership's principal office is in Mill Valley, CA, according to its Form ADV.

**How does Upside Partnership report to regulators?**
Upside Partnership is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 172594.

**Does Upside Partnership 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/172594

## From the Form ADV filing

### Firm details
- Reporting since: 2024 (1 year)
- 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)
- founderhandbook.org
- medium.com/@kentgoldman
- medium.com/UPSIDE-PARTNERSHIP
- upsidevc.com
- LinkedIn @upside-partnerhsip
- X @upsidevc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | March 21, 2025 |
| October 2026 | Not reported | Not reported | March 13, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Upside Partnership (CRD 172594): Form ADV filing data as of October 2026.