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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
164

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  • United States Of America
    164

Africa
1

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  • Nigeria
    1

Europe
1

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  • France
    1

UPSTREAM Investment Partners, LLC's Leadership

  • Stylized image of a person
    D. R.
    Vice President Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Vice President Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Vice President Investments, Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. G.
    Vice President Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. G.
    Vice President Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. K.
    Vice President Of Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. K.
    Vice President Of Investments Private Weath Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Founding Partner
    Phone icon
    Mobile Phone

UPSTREAM Investment Partners, LLC Employee Metrics

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

Contact profiles from UPSTREAM Investment Partners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. S.
    Vice President Investments, Financial Advisor
    Phone icon
    Mobile Phone
    Apr 24, 2025
  • Stylized image of a person
    T. G.
    Vice President Of Investments
    Phone icon
    Mobile Phone
    United StatesMichigan
    Sep 13, 2024
  • Stylized image of a person
    T. G.
    Vice President Of Investments
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. K.
    Vice President Of Investments
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    T. K.
    Vice President Of Investments Private Weath Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    B. C.
    Director
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 29, 2026
  • Stylized image of a person
    C. C.
    Branch Director / Private Wealth Manager
    Phone icon
    Mobile Phone
    United StatesIdaho
    Oct 21, 2024
  • Stylized image of a person
    D. M.
    Private Wealth Advisor / Branch Director
    Phone icon
    Mobile Phone
    United StatesMichigan
    Sep 18, 2024
  • Stylized image of a person
    M. S.
    Branch Director
    Phone icon
    Mobile Phone
    Jun 01, 2025
  • Stylized image of a person
    S. O.
    Private Wealth Manager And Branch Director
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is UPSTREAM Investment Partners, LLC known for?

Minus sign iconPlus sign iconUPSTREAM Investment Partners, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the 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 . 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 69 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

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

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

  • Vice President Of Investments: D. R.
  • Vice President Of Investments: J. M.
  • Vice President Investments, Financial Advisor: S. S.
  • Vice President Of Investments: T. G.
  • Vice President Of Investments: T. G.

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