BARRETT CAPITAL MANAGEMENT,LLC
CRD #117272 SEC #801-63027 MIDLOTHIAN, VA 804-419-1100
SEC Registered Private Funds
Total AUM
$78.7M
Discretionary
$70M
Employees
6
Clients
--
Accounts
303
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUNDEBERG, RUSSELL, EDGAR | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | CHIEF INVESTMENT OFFICER | NA | |
| SLATE, CHRISTINE, MCFADDEN | I | VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | VICE PRESIDENT-ADMINISTRATION | NA | |
| SLATE, CHRISTINE, MCFADDEN | I | VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | SR. VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | SR. VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | SR. VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | SR. VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | SR. VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | SR. VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| SLATE, CHRISTINE, MCFADDEN | I | SR. VICE PRESIDENT-CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | NA | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO | E | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT | E | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| BARRETT, DAVID, RANDALL | I | PRESIDENT/CEO/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
| LUNDEBERG, RUSSELL, EDGAR | I | PRINCIPAL & CHIEF INVESTMENT OFFICER/MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 27, 2015 REGISTERED
Notice Filings (2)
TX VA
Address
2318 ROBIOUS STATION CIRCLEMIDLOTHIAN, VA 23113
United States
Phone: 804-419-1100