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UPSTREAM Investment Partners, LLC Employee Directory

Financial ServicesUnited States51-200 Employees

UPSTREAM Investment Partners, LLC is a privately held financial services firm with nationwide reach in the United States. It aims to provide an independent environment characterized by an open architecture of platforms and products, avoiding proprietary constraints.

The company emphasizes conflict-free operations and financial stability, seeking to minimize corporate pressure on advisor decisions. It relies on a select group of financial advisors who are expected to act in their clients' best interests, without corporate pressure. Within the financial services sector, it positions itself as a midsize nationwide organization.

Find UPSTREAM Investment Partners, LLC employees' phone numbers or email addresses

UPSTREAM Investment Partners, LLC Global Highlights

Location
Employees

North America
153

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  • United States Of America
    153

Africa
1

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  • Nigeria
    1

Europe
1

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  • France
    1

UPSTREAM Investment Partners, LLC's Leadership

  • Vice President Of Investments at UPSTREAM Investment Partners, LLC
    D. R.
    Vice President Of Investments
    Mobile Phone
  • Vice President Investments, Financial Advisor at UPSTREAM Investment Partners, LLC
    S. S.
    Vice President Investments, Financial Advisor
    Mobile Phone
  • Vice President Of Investments at UPSTREAM Investment Partners, LLC
    T. G.
    Vice President Of Investments
    Mobile Phone
  • Vice President Of Investments at UPSTREAM Investment Partners, LLC
    T. K.
    Vice President Of Investments
    Mobile Phone
  • Vice President Of Investments Private Weath Manager at UPSTREAM Investment Partners, LLC
    T. K.
    Vice President Of Investments Private Weath Manager
    Mobile Phone
  • Partner at UPSTREAM Investment Partners, LLC
    M. S.
    Partner
    Mobile Phone
  • Vice-President at UPSTREAM Investment Partners, LLC
    A. H.
    Vice-President
    Mobile Phone
  • Vice President, Investments at UPSTREAM Investment Partners, LLC
    P. M.
    Vice President, Investments
    Mobile Phone

UPSTREAM Investment Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Recruiting
  • Other

Contact profiles from UPSTREAM Investment Partners, LLC

Name
Title
Contact
Location
Last Update
  • Associate at UPSTREAM Investment Partners, LLC
    D. S.
    Associate
    Mobile Phone
    May 20, 2025
  • Private Wealth Advisor at UPSTREAM Investment Partners, LLC
    D. H. C.
    Private Wealth Advisor
    Mobile Phone
    Oct 18, 2024
  • Certified Financial Planner at UPSTREAM Investment Partners, LLC
    J. A.
    Certified Financial Planner
    Mobile Phone
    Jun 08, 2026
  • Financial Advisor at UPSTREAM Investment Partners, LLC
    J. D.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Associate at UPSTREAM Investment Partners, LLC
    N. S.
    Associate
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at UPSTREAM Investment Partners, LLC
    R. A.
    Financial Advisor
    Mobile Phone
    Jul 25, 2025

Frequently Asked Questions

What is UPSTREAM Investment Partners, LLC known for?

Minus sign iconPlus sign iconUPSTREAM Investment Partners, LLC was founded in 2010 and operates in the Financial Services industry. You can contact UPSTREAM Investment Partners, LLC's main corporate office by phone at
+1-877-255-****
. Explore UPSTREAM Investment Partners, LLC's company overview page for more information.

What is UPSTREAM Investment Partners, LLC's most common email format?

Minus sign iconPlus sign iconUPSTREAM Investment Partners, LLC employees' email format typically follows the pattern of FLast@upstreamip.com. Trying to find reliable and up-to-date employee contact data? Find more UPSTREAM Investment Partners, LLC email formats with LeadIQ.

How many employees does UPSTREAM Investment Partners, LLC have currently?

Minus sign iconPlus sign iconUPSTREAM Investment Partners, LLC has approximately 70 employees as of September 2026. These team members are located across 3 continents, including North America, Africa and Europe.

Who are UPSTREAM Investment Partners, LLC's key employees and leadership?

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As of September 2026, UPSTREAM Investment Partners, LLC's key employees include:

  • Vice President Of Investments: D. R.
  • Vice President Investments, Financial Advisor: S. S.
  • Vice President Of Investments: T. G.
  • Vice President Of Investments: T. K.
  • Vice President Of Investments Private Weath Manager: T. K.

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