Upstream Investment Partners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Upstream Investment Partners

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Upstream Investment Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	2443 Warrenville Rd Ste 115 Lisle, IL 60532

Note: Revenues for privately held companies are statistical evaluations.


Upstream Investment Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Upstream Investment Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Upstream Investment Partners is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Upstream Investment Partners Annual Revenue and Growth Rate

Upstream Investment Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Upstream Investment Partners's revenues are gauged from an analysis of company filings.

Upstream Investment Partners's Income Statement (based on Industry Averages)

Upstream Investment Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Upstream Investment Partners is developing and marketing. Upstream Investment Partners doesn't have any recent trademark applications, indicating Upstream Investment Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
UPSTREAM INVESTMENT · PARTNERS Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial management; Insurance agencies	03/23/2011

See all trademarks and details in the Full Report.

Market Share of Upstream Investment Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Upstream Investment Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Upstream Investment Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
INLAND SECURITIES	Oak Brook, IL	100
OPUS FUNDS SERVICES USA	Naperville, IL	84
UPSTREAM INVESTMENT PARTNERS	Lisle, IL	42
CDJ ASSOCIATES	Downers Grove, IL	35
GAR WOOD SECURITIES	Naperville, IL	22
CAPITAL TRADING GROUP LLLP	Lisle, IL	16

Future Competition: Upstream Investment Partners's Fastest Growing Competitors

These companies are in the same general field as Upstream Investment Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)