Upwelling Capital Group
Upwelling Capital Group is a private equity manager in Davis, CA. It files with the SEC as an exempt reporting adviser. It has 2 funds on file, the latest reported in June 2025.
Funds on file
2
Raised, all funds
$7.5M
Private fund assets
$15.2M
Adviser type
Exempt
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationAn exempt reporting adviser, which files a shorter form than a registered one.
Assets, staff and feesNot filed by exempt advisers.
Control personsJoncarlo, Ruben Mark, Jami, Denise Rubin-Mark.
Private funds4 private funds holding $15.2M in gross assets.
Private funds it reports
FundTypeGross assets
Medley Opportunity Fund II
Other
$7.3M
Upwelling Equity Investors I-B
Private equity
$1.3M