Barrett Upton Capital Partners

Private Equity SEC-registered adviser

Legal name: Barrett Upton Capital Partners LLC

Lake Forest, IL Website

AUM

$182.3M
Regulatory AUM

Private funds

4
Private Equity 2 · Hedge Fund 1 · Real Estate 1

Private fund assets

$182.3M
Gross asset value

Employees

9

Last Form D raise

Mar 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 26, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Andrew Krei
Co-Chief Investment Officer
Source: SEC Form ADV
D
David Keevins
Founder, Co-Chief Investment Officer, Crescent Grove Holdings
Source: SEC Form ADV
E
Eric Schmitz
Director
Source: SEC Form ADV
G
Gregg George
Founder, Chief Legal Officer, Crescent Grove Holdings
Source: SEC Form ADV
N
Nicholas Kochanski
Founder, Chief Financial Officer, Crescent Grove Holdings
Source: SEC Form ADV

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Barrett Upton Tax Efficient Income FundHedge Fund$46.1M$73.9M46Mar 2026Warm
Barrett Upton Real Estate Access FundReal Estate$53.8M$53.8M83Mar 2026Warm
Barrett Upton Private Equity Access Fund IIPrivate Equity$19.1M——Jan 2026Warm
Barrett Upton Private Equity Access FundPrivate Equity$63.3M$63.5M115Mar 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
326104
SEC file number
801-127797

Sources