BARRETT UPTON CAPITAL PARTNERS

Thesis

Barrett Upton Capital Partners, established in 2023 as an affiliate of Crescent Grove Advisors, operates as a U.S.-based fund-of-funds manager. The firm offers high-net-worth and institutional investors access to private markets, specializing in private equity, private credit, and real estate. Their investment strategy involves rigorous underwriting, manager selection, and portfolio construction, aiming to partner with top-tier private markets managers, often those with oversubscribed or capacity-constrained funds. Barrett Upton provides exposure across venture, growth, and buyout stages within private equity, targeting managers with strong sourcing advantages and operational expertise, covering the full lifecycle from seed to pre-IPO and lower- to upper-middle-market segments. They also invest in private real estate for income generation and appreciation, and a Tax-Efficient Income strategy for private credit-like outcomes. Their geographic focus is North America, and they engage in primary and secondary fund commitments, as well as direct investments, emphasizing diversification and risk management. While specific fund sizes are not public, their parent company, Crescent Grove Advisors, has over $4 billion in AUM. The typical check size per investment deal is not publicly available.