Barrett Upton Capital Partners
Barrett Upton Capital Partners is an SEC-registered asset manager in Lake Forest, IL with $182.2M assets under management (AUM, regulatory AUM), +89% over one year. See who owns Barrett Upton Capital Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326104, SEC 801-127797, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $182.2M (2026-03-26)
- Firm type
- Asset Manager
- Location
- Lake Forest, IL
- Employees
- 9
- Clients
- 1
- CRD
- 326104
- Ownership
- CRESCENT GROVE HOLDINGS, LLC; KREI, ANDREW, SCOTT; KEEVINS, DAVID, SCOTT; KOCHANSKI, NICHOLAS, HENRY; GEORGE, GREGG, WILLIAM
How much AUM does Barrett Upton Capital Partners have?
Barrett Upton Capital Partners reported $182.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Barrett Upton Capital Partners?
Disclosed owners and executives of Barrett Upton Capital Partners include CRESCENT GROVE HOLDINGS, LLC, KREI, ANDREW, SCOTT, KEEVINS, DAVID, SCOTT, KOCHANSKI, NICHOLAS, HENRY, GEORGE, GREGG, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.