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Upward Capital Asset Management

Building Enduring Value Through Intelligent Capital Allocation

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Target Initial AUM
$50 to $75 million
across all funds

Target Returns
8%–18% IRR
Balanced Allocation

High Growth
Recapitalization
Acquisitions, Buyout

Innovation Exposure
Hybrid VC & PE investments
Simplified Access

A Diversified Platform for Modern Investors

Upward Asset Management is the investment management division of Upward Capital Investment Group, specializing in the creation and management of private investment funds across real estate, private debt, and strategic growth sectors. Our mission is to generate consistent, risk-adjusted returns through a disciplined investment process, data-driven insights, and a diversified portfolio.

Our suite of funds includes:

A Diversified Platform for Modern Investors

Upward Asset Management is the investment management division of Upward Capital Investment Group, specializing in the creation and management of private investment funds across real estate, private debt, and strategic growth sectors. Our mission is to generate consistent, risk-adjusted returns through a disciplined investment process, data-driven insights, and a diversified portfolio.

Our suite of funds includes:

Trusted Partners in Private Market Investing

  • Upward CRE Bond Fund

    The Upward CRE Bond Fund provides investors with access to the commercial real estate credit market through a balanced mix of debt and equity positions. With 70% of capital allocated to senior secured and bridge loans and 30% reserved for equity participation

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  • Upward Opportunities Private Debt Fund

    Upward Opportunities Private Debt Fund focuses on direct lending and structured credit to established lower-middle-market businesses. Through senior secured, mezzanine, and revenue-based financing, the fund aims to deliver consistent cash flow and downside protection.

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  • Upward M&A Fund

    Upward M&A Fund specializes in acquisition financing, management buyouts, and strategic growth capital. Acting as both investor and advisor, the fund partners with business owners, family offices, and sponsors to execute value-accretive transactions across multiple sectors.

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Upward SBA Fund

The Upward SBA Fund partners with Small Business Administration (SBA) programs to provide government-backed financing for small and mid-sized businesses. Leveraging the SBA’s 7(a) and 504 programs. Lending to small business/franchise operators with SBA leverage.
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Upward Treasury & Municipal Bond Funds

The Upward Treasury Fund is a capital preservation and income-focused investment through U.S. government-backed securities. The Upward Municipal Bond Fund invests in a diversified portfolio of tax-advantaged municipal bonds issued by state and local governments.
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Upward Venture Fund

The Upward Venture Fund is a hybrid VC and growth equity vehicle investing in early-to-expansion stage companies in technology, clean energy, and digital infrastructure. The fund partners with entrepreneurs and provide strategic guidance through the Upward Digital Group ecosystem.
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Simplify Your Investment Journey To Accelerate your Business Growth

Upward Fund of Funds

The Upward Fund of Funds offers investors diversified exposure to the entire Upward investment ecosystem. Allocating real estate, private credit, venture, and M&A and government-backed lending programs provides a balanced, risk-adjusted portfolio designed for long-term stability and compounded growth.

 Key Objective: Achieve blended net returns of 10–15% through intelligent diversification and cross-sector balance.

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Invest Across Upward Capital Full Platform

Welcome to Upward Capital Investment Group

Thank you for your interest in investing with Upward Capital Investment Group. This intake form is designed to help us better understand your investment profile, preferences, and eligibility across our family of funds. Whether you’re seeking stable income, equity growth, or diversified exposure to alternative assets, this information ensures we provide the most suitable opportunities aligned with your goals. All responses are confidential and used solely for compliance, suitability, and onboarding purposes.

Legal Disclaimer: This is not an offer to sell securities. Offers are made only through the Private Placement Memorandum (PPM). For accredited investors only. Past performance is not indicative of future results.
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