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BARRETT CAPITAL MANAGEMENT,LLC
CRD 117272 · SEC 801-63027
812 MOOREFIELD PARK DRIVE, SUITE 112, RICHMOND, VA, 23236, United States
Phone
804-419-1100
Fax
804-419-1101
Registration
— (—)
Source
State registered
Total AUM
$48.0M
Discretionary AUM
$45.2M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $8.7M |
| High net worth individuals | 35 | $38.9M |
| Corporations/business entities | 2 | $386K |
All web addresses on file
Official SEC filing: View on IAPD