The Upscale Difference
Industry Experience and Expertise
For over three decades we have been investing in alternative investment strategies and developing relationships with operating and sophisticated investors globally. We have built a robust platform to leverage our allocator and manager database, which is one of the largest available in the marketplace today.
Unlike our peers, we are active investors that allocate capital to alternative investment strategies. We have managed hedge funds, run funds of funds, allocated to hundreds of hedge fund managers and raised billions from institutional investors since the early 1980’s. In fact, one of our partners co-founded Cogent Hedge in 2001, which was the preeminent hedge fund database of its time. Another partner created his first hedge fund in 1985, has been on the board of multiple funds and has been registered as an investment adviser and commodity trading advisor.
Our experience enhances our offering of a unique and comprehensive solution for all users.
Our Mission
We believe that all investors should have the tools, resources and access to information to make intelligent and thoughtful investment choices. That’s why we’ve made it our mission to provide unrivaled financial introductory services to assist investors in finding managers that fit their mandate.
We’re a dynamic technology platform built for investors by investors. We understand the myriad of barriers that investors experience as they try to source truly compelling opportunities.
Upscale is dedicated to helping investors and managers reach their investing and marketing goals efficiently and effectively. We give our community the tools to leverage our global institutional investor community and our comprehensive database of diverse managers.
Meet Our Leaders
Bob Doeberl
Thomas Zucosky
Our Values
Boldness of Purpose
Upscale seeks to push the boundaries of efficiency, productivity and effectiveness. We fearlessly innovate to better serve our constituents. Our state-of-the-art technology combined with decades of industry knowledge gives our users a true competitive advantage. You’ll remain on the cutting edge because of our team’s thoughtful and relentless commitment to ensure continued improvement and growth.
Commitment to Excellence
We understand just how diligent investors are about where to place their investments and how eager managers are to find reliable sources of investment capital. That is why we have committed ourselves to provide an unbiased and world class clearinghouse where investors and investment managers can find what they need.
Passion for the Industry
At Upscale, alternative industry investments isn’t just our expertise – it’s our passion. We eat, sleep and drink this industry…for decades. And we strive to remain at the top of our game. We continually add new managers and investors and update data on a regular basis. Our team members genuinely love the markets and strategies, sourcing great ideas and helping connect members in our community.
Future Plans
We are a dynamic platform. In addition to populating our proprietary database with allocators and managers, we offer unique content in a variety of forms such as white papers, videos and interactive webinars. We will continually strive to create, update and innovate. Upscale.
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