Barrett Upton Capital Partners LLC
● SEC registered since 2023CRD 326104SEC# 801-127797Lake Forest, IL
Ranks #5,228 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$182.3M
Fund GAV
$182.3M
Private funds
4
Employees
9
Accounts
4
Location
Lake Forest, IL
Barrett Upton Capital Partners LLC assets under management
Barrett Upton Capital Partners LLC is an SEC-registered investment adviser based in Lake Forest, IL. The firm has been registered since 2023. It reports $182.3 million in regulatory assets under management and employs 9 people. Barrett Upton Capital Partners LLC manages 4 private funds with combined gross assets of $182.3 million, including Barrett Upton Private Equity Access Fund. By regulatory assets, it ranks 5,228 of 6,004 private fund managers.
Barrett Upton Capital Partners LLC private funds
4 funds · $182.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Barrett Upton Private Equity Access Fund | Private Equity | $63.3M | $100K |
| Barrett Upton Real Estate Access Fund | Real Estate | $53.8M | $100K |
| Barrett Upton Tax Efficient Income Fund | Hedge | $46.1M | $100K |
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Join to unlock · $37/moBarrett Upton Capital Partners LLC owners & executives
9 reported| 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 And Managing Member | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Barrett Upton Capital Partners LLC manage?
Barrett Upton Capital Partners LLC reports $182.3 million in regulatory assets under management on its Form ADV.
How many private funds does Barrett Upton Capital Partners LLC manage?
Barrett Upton Capital Partners LLC manages 4 private funds with combined gross assets of $182.3 million.
How many employees does Barrett Upton Capital Partners LLC have?
Barrett Upton Capital Partners LLC reports 9 employees.
Where is Barrett Upton Capital Partners LLC located?
Barrett Upton Capital Partners LLC is based in Lake Forest, IL and has been SEC-registered since 2023.
Does Barrett Upton Capital Partners LLC disclose fund performance?
Barrett Upton Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$182.3M▲ 89%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
AUM vs fund managersTop 87%
Larger than 13% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$182.3Mregulatory AUM
Discretionary $182.3M
Fund type mix
Private Equity2
Real Estate1
Hedge1
Service providers
Auditor
Prime broker
Custodian
Administrator