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Co-Chief Investment Officer · Barrett Upton Capital Partners

Andrew S. Krei

CRD 5967208 · Named on Form ADV at one SEC-registered adviser

At a glance

Barrett Upton Capital Partners, an SEC-registered private fund adviser based in Lake Forest, IL with $182 million in regulatory assets, lists Andrew S. Krei on its Form ADV as Co-Chief Investment Officer, a control person.

Firms and roles

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Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.