Experienced Investment Team Forms Alternative Investment Platform Focused on Providing Access to High-Quality Managers
Founded as an affiliate of Crescent Grove Advisors, a registered investment advisor with over
“Our industry relationships and disciplined, in-depth manager selection process help advisors offer differentiated private markets exposure to their clients,” said
By offering diversification across sponsors and market segments at accessible minimums, Barrett Upton will allow investors to approach alternative investments like the largest, most sophisticated institutions and family offices.
“We witnessed the private markets ‘access dilemma’ firsthand and wanted to create a thoughtful solution,” said
About Barrett Upton Capital Partners
Barrett Upton Capital Partners is an alternative investment platform designed to provide turnkey access to unique opportunities in private markets. Built specifically for high-net-worth and institutional investors, the team at Barrett Upton harnesses relationships and strategic partnerships, developed over decades of investing in private markets, to identify top-tier managers.
Barrett Upton was established by Crescent Grove Advisors, a wealth management firm and Registered Investment Adviser (RIA), to provide a broader array of investors with a streamlined solution for investing in alternative asset classes offering attractive return potential relative to public markets. For more information, please visit https://barrettupton.com, or email [email protected] to discuss investment opportunities for qualified clients.
This information is provided for informational purposes only and is not an offer to buy or sell any investment. Crescent Grove Advisors, LLC and Barrett Upton Capital Partners, LLC are affiliates. Both Crescent Grove and Barrett Upton are registered investment advisors with the SEC.
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SOURCE Barrett Upton Capital Partners, LLC