The UPSTREAM Investment Partners, LLC company source record lists 72 employees. The visible UPSTREAM Investment Partners, LLC management graph includes:
Brandy Merriam
Regional Vice President at Upstream Investment Partners
8
4
General
(21)
Douglas A. Gregory
Sr. VP at Upstream Investment Partners, Llc
1
2
Finance
(8)
Bob Sikorski, Cfp®
Private Wealth Manager at Upstream Investment Partners, Llc - Cfp®, Certified Financial Planner™ Practitioner
4
1
Sales
(3)
Catherine Quinn Gray
Director, Client Relations at Upstream Investment Partners, Llc
3
0
HR
(1)
Katherine White
Upstream Investment Partners. Recruiting
1
0
Healthcare
(1)
Robert Howell , Aif
Accredited Investment Fiduciary Private Wealth Manager at Upstream Investment Partnersretirement Planning Family & Individualretirement Plan Advisor Group Health Insurance Brokermedicare Agent
0
0
Related company intelligence for UPSTREAM Investment Partners, LLC
4 same-industry peers
8 with employee estimates
9 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
4 / 10
4 of 10 related companies share this company's industry classification.
Employee benchmarks
8 / 10
8 of 10 related companies include employee estimates.
Website records
9 / 10
9 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
Multi-signal peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 3.5 source-backed signals.
10
eligible
0
filtered
3.5
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Larger than most related peers
This company
72 employees
Related peers
3 median peer employees
8 of 8 related employee-estimated peers are lower.
8 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 100% of 8 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 100% of 8 comparable related peers from related-company records.
Employee scale: 100%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
3 employees
Largest peer by size
J. MARC LEWIS & ASSOCIATES, INC.
12 employees
UPSTREAM Investment Partners, LLC size signal
72 employees
Peer size comparison
0 larger · 8 smaller
Peer scale position
Larger than most related peers
8 of 8 related employee-estimated peers are lower.
UPSTREAM Investment Partners, LLC people graph sample
-
Vincent Canzoneri
Private Wealth Manager and Financial
Austin, Texas, United States3 email signals across 3 non-official domains8 phone signals available
-
Lyle Schonberger, Mba
Private Wealth Management - Investment
Birmingham, Michigan, United States2 email signals across 2 non-official domains3 phone signals available
-
Jon Holmes
Founding Partner @ Upstream Investment
Austin, Texas, United States3 email signals across 2 non-official domains1 phone signal available
-
Sam Green, Aif®
Private Wealth Manager at Upstream
Plano, Texas, United States2 email signals across 2 non-official domains
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for UPSTREAM Investment Partners, LLC
AeroLeads maps 4 visible contact signals for UPSTREAM Investment Partners, LLC. Coverage is multi-channel contact coverage.