Disclosures

Figures last updated June 4th 2026.

The provision of any services or products provided by Upholdings is expressly subject to the particular terms and conditions contained in a separate written agreement. Upholdings Group LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients.

Advisory services offered through Upholdings Group LLC, an investment adviser registered with the Tennessee Securities Division. All Upholdings trademarks mentioned are owned by Upholdings Group LLC.

Use of this website is intended for U.S. residents only. Our Business Continuity Plan is available upon request by emailing compliance@upholdings.com. Prior to investing, investors should carefully review all applicable offering documents, prospectuses, and disclosures to evaluate investment objectives, risks, fees, and expenses.

Assets Under Advisement ("AUA") include discretionary and non-discretionary assets associated with client relationships. Certain AUA may not be subject to continuous and regular supervisory or management services. Examples of AUA include, but are not limited to, non-discretionary assets considered in connection with financial or estate planning, assets subject to reporting-only arrangements, tracking of assets for services, assets that are designated as non-managed, and non-securities such as real estate, collectibles, or other non-securities that are not part of a securities portfolio.

The information contained in these materials is not intended to provide professional investment, legal or tax advice and should not be relied upon in that regard or as the basis for any investment decision. The contents of these materials are for general information only and are not provided with regard to your specific investment objectives, financial situation, tax exposure, or particular needs.

The contents hereof are not a recommendation of, or solicitation for, the subscription, purchase, or sale of any security, including the fund(s) and/or investment products mentioned herein. Nothing contained herein should be used as the basis for making any specific investment, business, or commercial decision.

Investments, including interests in real estate and private funds, are subject to investment, tax, regulatory, market, macro-economic and other risks, including loss of the principal amount invested. Investments denominated in a foreign currency are subject to factors including but not limited to changes in exchange rates that may have an adverse effect on the value of the investment.

Past performance as well as any projection, target, or forecast used or discussed are not indicative or a guarantee of future performance. Statements may be forward looking and are not intended as specific investment advice or guarantees of future performance.

The contents of these materials are subject to change and may be modified, deleted, or replaced at any time in Upholdings’ sole discretion. In particular, Upholdings assumes no responsibility for, nor makes any representations, endorsements, or warranties in relation to the timeliness, accuracy and completeness of any content contained in these materials.

While care has been taken in preparing the contents of these materials, such contents are provided to you as is and as available without warranty of any kind either express or implied. In particular, no warranty regarding suitability, accuracy, or fitness for a particular purpose is given in conjunction with such contents. Upholdings shall not be liable for any loss, damage, costs, charges, and/or expenses incurred as a result of or in connection with these materials or any reliance on the contents of these materials.

All information obtained from third-party sources is believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of the information, nor liability for decisions based on such information, and it should not be relied on as such.