← Tributary

BARRETT UPTON CAPITAL PARTNERS

LAKE FOREST, IL · CRD 326104 · IAPD ↗ · barrettupton.com · 8477520292

$182.2MRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — BARRETT UPTON CAPITAL PARTNERS reported RAUM up 56% ($117.1M -> $182.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2025 — BARRETT UPTON CAPITAL PARTNERS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — BARRETT UPTON CAPITAL PARTNERS reported RAUM up 93% ($49.8M -> $96.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.