Barrett Evans Capital 1
Other Private FundFund ID 805-2295121383Florida, United States
Gross assets
$2.9M
Min. investment
$10K
Beneficial owners
4
Size rank
Top 89%
Audited
No
Structure
Standalone
About this fund
Barrett Evans Capital 1 is a other private fund managed by Successful Portfolios LLC. The fund reports $2.9 million in gross assets, placing it among the top 89% of private funds by size. The stated minimum investment is $10,000. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-2295121383 |
| Fund type | Other Private Fund — INVESTMENT PARTNERSHIP |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | No |
| Annual audit | No |
| Prepared per GAAP | No |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Evans Cook LLC | Other Private | $4.9M |
| Barrett Evans Capital 2 | Other Private | $425K |
Frequently asked questions
How large is Barrett Evans Capital 1?
Barrett Evans Capital 1 reports $2.9 million in gross assets, among the top 89% of private funds by size.
What is the minimum investment for Barrett Evans Capital 1?
The stated minimum investment is $10,000.
Who manages Barrett Evans Capital 1?
Barrett Evans Capital 1 is managed by Successful Portfolios LLC.
Does Barrett Evans Capital 1 disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
S
Clearwater, FL
Service providers
Reported gross assets
$2.9MNo change
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 89%
Larger than 11% of 67,041 private funds
Gross assets vs Other Private FundsTop 90%
Larger than 10% of 8,892 other private funds
Minimum investmentTop 94%
Higher than 6% of funds reporting a minimum
Investor base
Adviser & related persons8%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.