Fund-Specific Coverages
Your investments are unique, your insurance should be too.
We align coverage with your fund’s strategy, risks, requirements and needs.
RIAs
We deliver insurance and risk management solutions tailored to the unique exposures of registered investment advisors. Our approach protects advisory firms across operational, regulatory, and investment-related risks. Core expertise includes E&O, D&O, Cyber, and Fiduciary Liability, with optional coverage for fund-affiliated entities and transactional activities - ensuring comprehensive protection for RIAs and their clients.
Our Approach
Step 1
Requirements
Understand your pain points, review contract requirements, identify risks and provide an insurance strategy tailored to your risk strategy.
Step 2
Execute
With strategic alignment in place, our experts create custom solutions for our fund partners. We are not limited to placing insurance and can take the form of new technology or legal assistance.
Step 3
Ongoing
Once we begin the process, we can be as collaborative or independent as you would like. We believe in a one size fits none approach, and our solutions are rapidly customizable.
Upward Risk Management LLC
Delivering sophisticated insurance solutions tailored to the complexities of modern businesses.
Venture Capital
We provide insurance and risk solutions for high-growth, venture-focused funds, ensuring protection across fund operations, portfolio investments, and emerging risks. Our expertise includes D&O, E&O, GPL, Cyber, and Transactional Risk Insurance, designed to safeguard fund managers and their investments.
Private Equity
We specialize in insurance and risk management for private equity firms with $150M+ AUM, ensuring comprehensive protection across fund operations, portfolio investments, and executive liability. Our expertise spans D&O, E&O, GPL, Cyber, and Transactional Risk Insurance, providing solutions that align with your fund’s strategy and risk profile.