Chief Executive Office, Limited Partner · Upper90
William K. Libby
CRD 4694933 · Named on Form ADV at one SEC-registered adviser
At a glance
Upper90, an SEC-registered private fund adviser based in Providence, RI with $1.1 billion in regulatory assets, lists William K. Libby on its Form ADV as Chief Executive Office, Limited Partner, a control person.
Firms and roles
- Upper90Chief Executive Office, Limited PartnerPrivate fund adviser · Providence, RI · $1.1B in regulatory assets
AtlasMembers
William’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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Colleagues named on the same filings
- Jason FingerChairman and Limited Partner, Upper90
- Gregory N. VilkinChief Compliance Officer / Chief Financial Officer, Upper90
- William C. GeistManaging Partner, Upper90
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.