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Elizabeth Anne Watkins

Chief Compliance OfficerBarrett Upton Capital Partners LLCCRD 2272542

About Elizabeth Anne Watkins

Elizabeth Anne Watkins is listed as Chief Compliance Officer at Barrett Upton Capital Partners LLC in Lake Forest, IL. Form ADV reports a beneficial ownership band of Under 5%. Elizabeth Anne Watkins is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Barrett Upton Capital Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Elizabeth Anne Watkins work?

Elizabeth Anne Watkins is listed as Chief Compliance Officer at Barrett Upton Capital Partners LLC on SEC Form ADV.

How much of Barrett Upton Capital Partners LLC does Elizabeth Anne Watkins own?

Form ADV reports a beneficial ownership band of Under 5%.

Barrett Upton Capital Partners LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Barrett Upton Capital Partners LLC →

Crescent Grove Advisors, LLC

TitleChief Compliance Officer, Chief Operating Officer
OwnershipUnder 5%
Control personYes
Since2019
View Crescent Grove Advisors, LLC →