The Firm

Governance

Every fund carries a full institutional governance stack, coordinated by a platform-level framework applying consistent underwriting, reporting, and oversight.

Governance framework

Institutional oversight at every level

Fund LPAC

LP advisory committees

A standing limited-partner advisory committee is established at first close on every investment fund, reviewing conflicts, valuations, and material matters.

Valuation

Valuation committee

A valuation committee governs the methodology and review of portfolio and platform valuations on a consistent, documented basis.

Compliance

Compliance program

Written policies govern fee disclosure, vendor procurement, conflicts, and information barriers across all service lines.

Audit

Independent audit

Each fund carries independent, third-party fund administration and annual audited financials by PricewaterhouseCoopers LLP.

Alignment

Interests aligned across the capital stack

  • GP principals commit two percent of total commitments across each investment fund
  • Thirty percent of carried interest is held in escrow throughout the fund term
  • Clawback obligations apply at fund termination
  • Compensation is tied to rents actually collected, not billed
Advisers

External oversight partners

AuditorPricewaterhouseCoopers LLP
Legal counselLePore Law Group
Fund administrationIndependent third-party administrator
Reporting cadenceQuarterly financials; annual audited financials

Speak with our investor relations team

For fund materials, capital account information, and partnership inquiries, reach UpManagement directly.

Contact Investor Relations