Barrett Upton Capital Partners Llc
- Regulatory AUM
- $182M
- Discretionary
- $182M
- Clients
- 1
- Avg AUM / client
- $182M
- Accounts
- 4
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $182M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $49.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Barrett Upton Private Equity Access Fund | Private Equity Fund | Delaware | $49.8M | 61 |
| Barrett Upton Real Estate Access Fund | Real Estate Fund | Delaware | $0 | 0 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Scott Krei | Co Chief Investment Officer | CFA | Mar 2023 (3y) | 10% – 25% |
| David Scott Keevins | Chief Investment Officer | Mar 2023 (3y) | Less than 5% | |
| Elizabeth Anne Watkins | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Eric R Schmitz | Director | CFA | Mar 2023 (3y) | 5% – 10% |
| Gregg William George | Chief Legal Officer | Mar 2023 (3y) | GP / trustee / elected manager of Crescent Grove Holdings, Llc (indirect) | |
| Nicholas Henry Kochanski | Chief Financial Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crescent Grove Holdings, Llc | Shareholder | Mar 2023 | A | 50% – 75% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $49.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Barrett Upton Private Equity Access Fund | Private Equity Fund | $49.8M | $100K | 61 |
| Barrett Upton Real Estate Access Fund | Real Estate Fund | $0 | $100K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.88 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗