Upright Investments Trust is a fund manager in East Hanover with $94.77 mm assets under management.
Company profile
Employees
Location
Fiscal year end
SEC CIK
SEC advisor number
801-38340
FINRA CRD number
107303
AUM ?
$94.77 mm
(as of 22 Apr 22)
Accounts
48
(as of 22 Apr 22)
Employees
3
(1 investment advisory or research)
Address
Upright Investments Trust
349 RIDGEDALE AVENUE
EAST HANOVER
NJ 07936
349 RIDGEDALE AVENUE
EAST HANOVER
NJ 07936
Office hours
Monday - Friday, 9:30A.M. - 5P.M.
Phone
9735331818
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Chiueh, Yowshang, David | President | 01/1991 | > 75% |
Chiueh, Yowshang, David | Chief Compliance Officer | 10/2013 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Upright Financial Corp | $94.77 mm | |
Upright Capital USA LLC | $12.67 mm | Hedge Fund |
Latest filings (excl ownership)
NT N-CEN
Annual report, filed late (registered investment company)
21 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
13 Mar 24
NT-NCEN
Notice of inability to timely file Form N-CEN
13 Dec 23
NT-NCSR
Notice of inability to timely file Form N-CSR
8 Dec 23
N-PX
Annual report of proxy voting record
21 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Jun 23
NT N-CEN
Annual report, filed late (registered investment company)
29 Dec 22
N-CSR
Certified annual shareholder report (management investment company)
23 Dec 22
NT-NCEN
Notice of inability to timely file Form N-CEN
14 Dec 22
NT-NCSR
Notice of inability to timely file Form N-CSR
9 Dec 22
Latest ownership filings
NPORT-P
Upright Growth Fund (Dec 2023 report)
15 Feb 24
NPORT-P
Upright Growth and Income Fund (Dec 2023 report)
15 Feb 24
NPORT-P
Upright Assets Allocation Plus Fund (Dec 2023 report)
15 Feb 24
NPORT-P
Upright Growth Fund (Sep 2023 report)
20 Nov 23
NPORT-P
Upright Growth and Income Fund (Sep 2023 report)
20 Nov 23
NPORT-P
Upright Assets Allocation Plus Fund (Sep 2023 report)
20 Nov 23
NPORT-P
Upright Growth Fund (Jun 2023 report)
14 Aug 23
NPORT-P
Upright Growth and Income Fund (Jun 2023 report)
14 Aug 23
NPORT-P
Upright Assets Allocation Plus Fund (Jun 2023 report)
14 Aug 23
NPORT-P/A
Upright Growth Fund (Dec 2022 report)
15 Jun 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Upright Assets Allocation Plus Fund | – | 6.23 | -8.26 | -8.23 | 1.71 mm | 35 | Sep 2023 |
Upright Growth and Income Fund | – | 5.03 | -5.64 | -7.37 | 1.96 mm | 35 | Sep 2023 |
Upright Growth Fund | UPUPX | 3.11 | -7.37 | -5.79 | 17.61 mm | 30 | Sep 2023 |