BARRETT UPTON CAPITAL PARTNERS LLC
Doing business as BARRETT UPTON CAPITAL PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$182,250,000
Discretionary
$182,250,000
Non-discretionary
$0
Firm details
- CRD number
- 326104
- SEC file number
- 801-127797
- Main office
- LAKE FOREST, IL, United States
- Employees
- 9
- SEC status
- Approved
- Website
- http://www.barrettupton.com
- Fee structure
-
Percentage of AUM Performance-based
As of November 2026.