UPSHOT CAPITAL ADVISORS, LLC
ORLANDO, FLORIDA

Upshot Capital Advisors, LLC (upshotcapitaladvisors.com) is an alternative asset management and advisory firm based in Orlando, Florida. Established on April 22, 2016, Upshot operates as a Florida-registered company with the filing number M16000003330 under its entity type FORL. It boasts nearly $100 million in assets under management across investment vehicles specializing in real estate, public debt and equity, and non-investment grade credit. The firm is distinguished by its commitment to providing world-class services and advice through a boutique, close-knit organizational culture, striving for strong economic returns and substantial community contributions. Since its inception, Upshot has grown its portfolio significantly while remaining a trusted partner for all clients, led by an experienced team adept in commercial real estate and business leadership. In 2015, the formation of Upshot Properties consolidated various subsidiaries, emphasizing long-term asset growth, capital appreciation, robust income streams, and effective risk management against inflation. Today valued at over $90 million in assets, this fund exemplifies Upshot Capital's ethos. As of April 10, 2024, during its eighth year since incorporation, the firm continues to excel in delivering industry-leading results. Headquartered at 255 S. Orange Avenue, Suite 720, Orlando, FL, and affiliated with a Florida FEI number 81-2355774, Upshot is directed by Raul Socarras (MBR). With its roots in Delaware, it upholds a commitment to investor satisfaction and operational excellence.