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BARRETT UPTON CAPITAL PARTNERS
BARRETT UPTON CAPITAL PARTNERS LLC
CRD 326104 · SEC 801-127797
100 SOUTH SAUNDERS ROAD, SUITE 210, LAKE FOREST, IL, 60045, United States
Phone
8477520292
Fax
8477601012
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.3M
Discretionary AUM
$182.3M
Team
9 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $182.3M |
States served
IL, WI
All web addresses on file
Official SEC filing: View on IAPD