| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Barrett Upton Private Equity Access Fund | Private Equity | $63.5M | $100K |
| Barrett Upton Real Estate Access Fund | Real Estate | $53.8M | $100K |
| Barrett Upton Tax Efficient Income Fund | Other Private | — | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Scott Krei Control | Co-Chief Investment Officer | 10-25% | 2023 |
| Crescent Grove Holdings, LLC Control | Shareholder | 50-75% | 2023 |
| David Scott Keevins Control | Co-Chief Investment Officer | Under 5% | 2023 |
Barrett Upton Capital Partners LLC reports $117.1 million in regulatory assets under management on its Form ADV.
Barrett Upton Capital Partners LLC manages 3 private funds with combined gross assets of $117.4 million.
Barrett Upton Capital Partners LLC reports 8 employees.
Barrett Upton Capital Partners LLC is based in Lake Forest, IL and has been SEC-registered since 2023.
Barrett Upton Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 South Saunders Road, Suite 210, Lake Forest, IL 60045 |
| Phone | 8477520292 |
| Fax | 8477601012 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $117.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $117.1M |