Upmarket Management
Multi family office in the United States, founded 2018; estimated AUM $1.5B; focus on real estate, software and healthtech.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- United States
- OFFICES
- Miami, FL, United States
- FOUNDED
- 2018
- AUM
- ~$1.5B (2026, press estimate)
Investment approach
- ROUTES
- Companies (own capital)
Overview
This multi family office is based in the United States; it was founded in 2018. Its assets under management are estimated at $1.5B (2026); listed sector interests include real estate, software and healthtech. Other offices: Miami, FL, United States; it invests directly in companies; 2 people are named on its team.
People
- David KleinManaging Partner · source
- Michael RosenManaging Partner · source
Frequently asked questions
Upmarket Management is a multi family office based in the United States, founded in 2018.
Upmarket Management invests its own capital into companies.
Upmarket Management invests in Real Estate & PropTech, Software & SaaS and HealthTech.
Key people at Upmarket Management include David Klein (Managing Partner) and Michael Rosen (Managing Partner).