BARRETT UPTON CAPITAL PARTNERS LLC
Legal name: BARRETT UPTON CAPITAL PARTNERS
CRD #326104 SEC #801-127797 LAKE FOREST, IL 8477520292
SEC Registered Private Funds
Total AUM
$117.1M
Discretionary
$117.1M
Employees
8
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $117.1M | $117.1M | $0 | 8 | 0 |
| Jul 2025 | $96.2M | $96.2M | $0 | 8 | 0 |
| Apr 2025 | $96.2M | $96.2M | $0 | 8 | 0 |
| Mar 2025 | $96.2M | $96.2M | $0 | 8 | 0 |
| Oct 2024 | $49.8M | $49.8M | $0 | 8 | 0 |
| Mar 2024 | $49.8M | $49.8M | $0 | 8 | 0 |
| Jul 2023 | $0 | $0 | $0 | 6 | 0 |
| Apr 2023 | $0 | $0 | $0 | 6 | 0 |
| Mar 2023 | $0 | $0 | $0 | 6 | 0 |
DateAug 2025
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees8
Clients0
DateJul 2025
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2025
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$49.8M
Discretionary$49.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$49.8M
Discretionary$49.8M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0