Barrett Upton Capital Partners is an SEC-registered investment adviser based in Lake Forest, IL that reports managing 1 hedge fund on Form ADV. It reports $182.2 million in regulatory assets under management. Its private funds, of all types, hold $182.2 million in gross assets.
- Regulatory assets under management
- $182.2 millionForm ADV Item 5.F
- Gross assets of private funds
- $182.2 millionAll private fund types, Form ADV
- Hedge funds managed
- 14 private funds in total
- Employees
- 9Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 326104
- Latest Form ADV
- 03/26/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (3)
Fund
First sale
Raised
Investors
Minimum
Offering
Barrett Upton Tax-Efficient Income Fund LP
West Conshohocken, PA
First saleSep 2025
Raised$73.9M
Investors46
Minimum$100K
Offering506(b)
Barrett Upton Private Equity Access Fund LP
West Conshohocken, PA
First saleSep 2023
Raised$63.5M
Investors115
Minimum$100K
Offering506(b)
Barrett Upton Private Equity Access Fund II LP
West Conshohocken, PA
First sale—
Raised$0
Investors0
Minimum$100K
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (2)
Fund
Gross assets
Minimum
Owners
Adviser
Barrett Upton Private Equity Access Fund
Delaware, United StatesPrivate equity fund
Gross assets$49.8M
Minimum$100K
Owners61
AdviserBarrett Upton Capital Partners
Barrett Upton Real Estate Access Fund
Delaware, United StatesReal estate fund
Gross assets$0
Minimum$100K
Owners0
AdviserBarrett Upton Capital Partners
As reported in the adviser's Form ADV filed Oct 3, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures