Barrett Evans Capital

Barrett Evans Capital is a other private fund operated by Successful Portfolios Llc and has approximately $2.1 million in assets. The current minimum investment for Barrett Evans Capital is $10000. Management owns just 7 percent of the fund. Barrett Evans Capital is one of the smaller private funds with only 2.1 million in assets.

Barrett Evans Capital Overview

Fund Type: other private  Barrett Evans Capital is a other private fund

Private Fund ID: 805-2295121383 Barrett Evans Capital has a private fund ID of 805-2295121383

Fund Manager: Successful Portfolios Llc (Crd# 152429)

Registered Location: Florida, United States

Total Assets: $2.1 million

Minimum Investment: $10000

Private Funds Managed by Successful Portfolios Llc (2): Evans Cook Llc, Barrett Evans Capital

Barrett Evans Capital Details

Subadviser: No Is Barrett Evans Capital a subadviser

Other Investment Advisers: No other investment advisors

Solicited: No  Does Barrett Evans Capital solicit investments?

Rely on Reg D Exemption: No  Does Barrett Evans Capital have a Reg D exemption?

Audited: No  Does Barrett Evans Capital shave audited financial statements?

Master Fund: No  Is Barrett Evans Capital a master fund?

Feeder Fund: No  Is Barrett Evans Capital a feeder fund?

GAAP: Yes  Does Barrett Evans Capital use GAAP?

Beneficial Owners: 6  6 has 6 beneficial owners.

Management Ownership: 7% 

Fund of Fund Ownership: 0%  

Non-US Ownership: 0%  Non-US ownership in Barrett Evans Capital

Auditor(s):

Broker-Dealer(s): Interactive Brokers LLC

Custodian(s): Interactive Brokers LLC

Administrator(s): Paul Valitutto

Barrett Evans Capital Charts and Graphs

Total AUM: $2.1 million

column_171} total assets are $2.1 million

Rank: 26336 out of 30967 registered private funds

Minimum Investment: $10000

Barrett Evans Capital has a minimum investment of $10000.

Rank: 24189 out of 30967 registered private funds

Management Ownership: 7%

Barrett Evans Capital is 7% owned by its management.

Rank: 9697 out of 30967 registered private funds