BARRETT UPTON CAPITAL PARTNERS

Lake Forest, United States · CRD 326104

SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$182.2m
Main clients (by assets)Private funds 100%
Private funds4 · $182.2m gross assets
Websitebarrettupton.com
Form ADV · 2026-03-26SEC adviser record

Kindhedge funds, private equity, real estate
Others nearbyLake Forest, IL, Milwaukee, WI

As an employer

Staff (Form ADV)9 · 6 in investment roles
Offices in1 country
Private fundsprivate equity 2, real estate 1, hedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Lake Forest, IL (main office)United States	United States	about 1
Milwaukee, WIUnited States	United States	5

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.