A new alternative investment firm, Barrett Upton Capital Partners LLC, has been established to “provide high-net-worth and institutional investors with turnkey access to a variety of opportunities in private markets.”
Founded as an affiliate of Crescent Grove Advisors, a registered investment advisor with over $4 billion in assets under management, the company says Barrett Upton will target investments in alternative asset classes, managed by “high quality” sponsors with whom its team has developed strategic relationships over decades of investing in private markets.
Barrett Upton says its strategy enables a broader base of investors, including those that work with financial advisors, to access these managers and the investment opportunities they offer in an efficient way.
“Our industry relationships and disciplined, in-depth manager selection process helps advisors offer differentiated private markets exposure to their clients,” said David Keevins, managing partner and co-chief investment officer of Barrett Upton Capital Partners. “We take the time to not only foster relationships with managers, but also to understand strategies within the context of key market trends and how they complement an investor’s entire portfolio.”
Barrett Upton Capital Partners is an alternative investment platform that was established by Crescent Grove Advisors, a wealth management firm and registered investment adviser.