# BARRETT UPTON CAPITAL PARTNERS LLC

BARRETT UPTON CAPITAL PARTNERS LLC of LAKE FOREST, IL is an SEC-registered investment adviser.

## Registration

- CRD: 326104
- Type: SEC-registered investment adviser
- SEC file number: 801-127797
- Location: 100 SOUTH SAUNDERS ROAD, SUITE 210, LAKE FOREST, IL, 60045
- Phone: 8477520292
- Latest filing: 2026-03-26
- Regulatory AUM: $182.3M
- Discretionary AUM: $182.3M
- Clients: 9
- Accounts: 4

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| [Andrew Scott Krei](https://search.stillhousedata.com/person/664510) | CO-CHIEF INVESTMENT OFFICER | — |
| [David Scott Keevins](https://search.stillhousedata.com/person/664511) | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER AND MANAGING MEMBER (+1 more) | — |
| [Gregg William George](https://search.stillhousedata.com/person/664512) | CHIEF LEGAL OFFICER; FOUNDER, CHIEF LEGAL OFFICER | — |
| [Nicholas Henry Kochanski](https://search.stillhousedata.com/person/664513) | CHIEF FINANCIAL OFFICER; FOUNDER, CHIEF FINANCIAL OFFICER | — |
| [Elizabeth Anne Watkins](https://search.stillhousedata.com/person/664514) | CHIEF COMPLIANCE OFFICER | — |
| [Eric R Schmitz](https://search.stillhousedata.com/person/664515) | DIRECTOR | — |
| [WATKINS ELIZABETH ANNE](https://search.stillhousedata.com/person/759089) | CHIEF COMPLIANCE OFFICER | — |
| [GEORGE GREGG WILLIAM](https://search.stillhousedata.com/person/819611) | CHIEF LEGAL OFFICER | — |
| [KOCHANSKI NICHOLAS HENRY](https://search.stillhousedata.com/person/819612) | CHIEF FINANCIAL OFFICER | — |
| [KEEVINS DAVID SCOTT](https://search.stillhousedata.com/person/819613) | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| [KREI ANDREW SCOTT](https://search.stillhousedata.com/person/875332) | CO-CHIEF INVESTMENT OFFICER | — |
| [SCHMITZ ERIC R](https://search.stillhousedata.com/person/880271) | DIRECTOR | — |


## Private funds (4)

Mix: Private Equity Fund 2 · Real Estate Fund 1 · Hedge Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BARRETT UPTON PRIVATE EQUITY ACCESS FUND | Private Equity Fund | Delaware | 113 | $63.3M | $100K |
| BARRETT UPTON REAL ESTATE ACCESS FUND | Real Estate Fund | Delaware | 81 | $53.8M | $100K |
| BARRETT UPTON TAX EFFICIENT INCOME FUND | Hedge Fund | Delaware | 26 | $46.1M | $100K |
| BARRETT UPTON PRIVATE EQUITY ACCESS FUND II | Private Equity Fund | Delaware | 25 | $19.1M | $100K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MILWAUKEE | WI | 5 | 4143865340 |
| MILWAUKEE | WI | 5 | 4143865340 |


## Fund service providers (1)

- administrator: NAV CONSULTING — 4 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326104/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326104/similar
- Related entities: https://search.stillhousedata.com/firm/326104/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326104

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.