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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KEEVINS, DAVID, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATKINS, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | D | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | D | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | D | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | D | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | D | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | D | Control |
| CRESCENT GROVE HOLDINGS, LLC | DE | SHAREHOLDER | D | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| KREI, ANDREW, SCOTT | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| SCHMITZ, ERIC, R | I | DIRECTOR | A | Control |
| SCHMITZ, ERIC, R | I | DIRECTOR | A | Control |
| SCHMITZ, ERIC, R | I | DIRECTOR | A | Control |
| SCHMITZ, ERIC, R | I | DIRECTOR | A | Control |
| SCHMITZ, ERIC, R | I | DIRECTOR | A | Control |
| SCHMITZ, ERIC, R | I | DIRECTOR | A | Control |
| SCHMITZ, ERIC, R | I | DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GEORGE, GREGG, WILLIAM | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| GEORGE, GREGG, WILLIAM | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| GEORGE, GREGG, WILLIAM | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| GEORGE, GREGG, WILLIAM | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| GEORGE, GREGG, WILLIAM | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KEEVINS, DAVID, SCOTT | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KEEVINS, DAVID, SCOTT | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KEEVINS, DAVID, SCOTT | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KEEVINS, DAVID, SCOTT | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KEEVINS, DAVID, SCOTT | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
| KOCHANSKI, NICHOLAS, HENRY | I | CRESCENT GROVE HOLDINGS, LLC | F | Control |
Registrations
Federal
IA
Aug 29, 2025 REGISTERED
Notice Filings (2)
IL WI
Address
100 SOUTH SAUNDERS ROADSUITE 210
LAKE FOREST, IL 60045
United States
Phone: 8477520292