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Building 2BARRETT UPTON CAPITAL PARTNERS

Map pinLAKE FOREST, IL
Phone8477520292
NotebookSEC #801-127797
Total AUM
$182.2M
Employees
9
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SOUTH SAUNDERS ROAD
SUITE 210
LAKE FOREST
IL 60045
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
8477520292
Other Offices
1

ReceiptFinancials

Total AUM
$182.2M
Accounts
4
Discretionary
$182.2M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$182.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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