Key facts
- BARRETT UPTON CAPITAL PARTNERS is a private equity firm based in LAKE FOREST, IL.
- BARRETT UPTON CAPITAL PARTNERS has 4 funds on record, raising $191.3M across the 3 that report a size.
Registered with the SEC
Form ADV · 2026-03 · CRD 326104- Regulatory AUM
- —
- Private fund assets
- $182.3M
- Private funds
- 4 · 2 private equity, 1 hedge, 1 real estate
- Staff
- 9
- Registered office
- LAKE FOREST, IL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BARRETT UPTON CAPITAL PARTNERS LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for BARRETT UPTON CAPITAL PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
4 recorded- Barrett Upton Private Equity Access Fund II LP2026—
- Barrett Upton Tax-Efficient Income Fund LP2025$73.9M
- Barrett Upton Real Estate Access Fund LP2024$53.8M
- Barrett Upton Private Equity Access Fund LP2023$63.5M
$191.3M raised across the 3 funds that report a size