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President, Caltius Capital Management, LP · Caltius Capital Management, LP

James B. Upchurch

CRD 1207683 · Named on Form ADV at one SEC-registered adviser

At a glance

Caltius Capital Management, LP, an SEC-registered private fund adviser based in LOS Angeles, CA with $1.1 billion in regulatory assets, lists James B. Upchurch on its Form ADV as President, Caltius Capital Management, LP, a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Michael A. KaneManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP
  • Gregory J. HoworthManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP
  • Garrick N. AhnManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP
  • Michael J. MorganManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP
  • Alisa G. FrederickManaging Director, Caltius Capital Management, LP, Caltius Capital Management, LP

4 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.