Private Market View

BARRETT UPTON CAPITAL PARTNERS

PE / buyout · LAKE FOREST, IL

AUM
Portfolio companies
Recorded deals
Last investment

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.

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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