BARRETT UPTON CAPITAL PARTNERS LLC of LAKE FOREST, IL is an SEC-registered investment adviser (CRD 326104). Regulatory assets under management: $182.3M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Andrew Scott Krei | CO-CHIEF INVESTMENT OFFICER | — |
| David Scott Keevins | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER AND MANAGING MEMBER (+1 more) | — |
| Gregg William George | CHIEF LEGAL OFFICER; FOUNDER, CHIEF LEGAL OFFICER | — |
| Nicholas Henry Kochanski | CHIEF FINANCIAL OFFICER; FOUNDER, CHIEF FINANCIAL OFFICER | — |
| Elizabeth Anne Watkins | CHIEF COMPLIANCE OFFICER | — |
| Eric R Schmitz | DIRECTOR | — |
| WATKINS ELIZABETH ANNE | CHIEF COMPLIANCE OFFICER | — |
| GEORGE GREGG WILLIAM | CHIEF LEGAL OFFICER | — |
| KOCHANSKI NICHOLAS HENRY | CHIEF FINANCIAL OFFICER | — |
| KEEVINS DAVID SCOTT | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| KREI ANDREW SCOTT | CO-CHIEF INVESTMENT OFFICER | — |
| SCHMITZ ERIC R | DIRECTOR | — |
Private Equity Fund: 2 · Real Estate Fund: 1 · Hedge Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| MILWAUKEE | WI | 5 | 4143865340 |
| MILWAUKEE | WI | 5 | 4143865340 |