Golden Spark Insights Merchant Banking Group provides portfolio management for institutions and educational seminars.
Golden Spark Insights Merchant Banking Group reports 2 clients. They include 2 corporations and other businesses. Of its assets, 100.0% ($400M across 2 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Corporations and other businesses | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Corporations and other businesses | Fewer than 5 | $400M | 100.0% | $200M |
| Total | 2 | $400M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $400M
- AUM share
- 100.0%
- Avg. per client
- $200M
Total
- Clients
- 2
- Regulatory AUM
- $400M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Golden Spark Insights Merchant Banking Group is paid through a percentage of assets under management, subscription fees and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Ujjwall Sai Sunder Uppuluri owns 75% or more of Golden Spark Insights Merchant Banking Group. The leadership team of Golden Spark Insights Merchant Banking Group includes Chief Compliance Officer Ujjwall Sai Sunder Uppuluri. It has 1 employee.
Leadership
- Ujjwall Sai Sunder UppuluriChief Compliance Officer, Principal and Founder
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of Golden Spark Insights Merchant Banking Group Inc.
Ujjwall Sai Sunder Uppuluri
Control person · since October 2024
Besides its headquarters, Golden Spark Insights Merchant Banking Group has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 4810 Pheasant Ridge Road, FairfaxHQ
Contact and registration details
- Legal name
- Golden Spark Insights Merchant Banking Group Inc.
- Headquarters
- 4810 Pheasant Ridge Road, Fairfax, VA 22030
- Website
- Not reported
- Phone
- 508-981-2447
- SEC file
- 801-134832
- Structure
- Virginia corporation
- Fiscal year end
- December
Golden Spark Insights Merchant Banking Group does not have custody of client assets.
At year end, Golden Spark Insights Merchant Banking Group’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Golden Spark Insights Merchant Banking Group have?
Golden Spark Insights Merchant Banking Group has 2 clients and manages $400 million for them, as of March 2026. They include 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Golden Spark Insights Merchant Banking Group offer?
Golden Spark Insights Merchant Banking Group provides portfolio management for institutions and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Golden Spark Insights Merchant Banking Group have?
Golden Spark Insights Merchant Banking Group has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Golden Spark Insights Merchant Banking Group invest in?
At the end of its last fiscal year, Golden Spark Insights Merchant Banking Group’s separately managed accounts held 100% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Golden Spark Insights Merchant Banking Group?
Golden Spark Insights Merchant Banking Group’s direct owner is Ujjwall Sai Sunder Uppuluri (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Golden Spark Insights Merchant Banking Group get paid?
Golden Spark Insights Merchant Banking Group is paid through a percentage of assets under management, subscription fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Golden Spark Insights Merchant Banking Group registered with the SEC?
Yes, Golden Spark Insights Merchant Banking Group has been registered with the SEC as an investment adviser since 20 March 2026. Its CRD number is 339382 and its SEC file number is 801-134832.
Source: Form ADV Part 1A, Item 1, filed 19 March 2026; IAPD firm record
How do I contact Golden Spark Insights Merchant Banking Group?
Golden Spark Insights Merchant Banking Group’s main office is at 4810 Pheasant Ridge Road, Fairfax, VA 22030. Its phone number is 508-981-2447.