Barrett Upton Real Estate Access Fund
Real Estate FundFund ID 805-5450428016Delaware, United States
Gross assets
$53.8M
Min. investment
$100K
Beneficial owners
81
Size rank
Top 54%
Audited
Yes
Structure
Standalone
About this fund
Barrett Upton Real Estate Access Fund is a real estate fund managed by Barrett Upton Capital Partners LLC. The fund reports $53.8 million in gross assets, placing it among the top 54% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-5450428016 |
| Fund type | Real Estate Fund |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | Yes |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Barrett Upton Private Equity Access Fund | Private Equity | $63.3M |
| Barrett Upton Tax Efficient Income Fund | Hedge | $46.1M |
| Barrett Upton Private Equity Access Fund II | Private Equity | $19.1M |
Frequently asked questions
How large is Barrett Upton Real Estate Access Fund?
Barrett Upton Real Estate Access Fund reports $53.8 million in gross assets, among the top 54% of private funds by size.
What is the minimum investment for Barrett Upton Real Estate Access Fund?
The stated minimum investment is $100,000.
Who manages Barrett Upton Real Estate Access Fund?
Barrett Upton Real Estate Access Fund is managed by Barrett Upton Capital Partners LLC.
Does Barrett Upton Real Estate Access Fund disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
B
Lake Forest, IL
Service providers
Prime broker
None reported
Custodian
Administrator
Auditor
Marketer
Reported gross assets
$53.8M▲ 65%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 54%
Larger than 46% of 67,041 private funds
Gross assets vs Real Estate FundsTop 43%
Larger than 57% of 5,814 real estate funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum
Investor base
Adviser & related persons2%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.