Crescent Grove Advisors Unveils Alts Investment Firm for HNW Clients

Crescent Grove Advisors, a $4 billion registered investment advisor, established a new asset management firm, Barrett Upton Capital Partners, to provide institutional and high-net-worth investors with turnkey access to various alternative investment opportunities.

Lake Forest, IL-based Barrett Upton is pursuing a distinct strategy focused on democratizing access to private markets, without the high investment minimums or barriers to new limited partners that often constrain asset managers’ capacity.

“Our industry relationships and disciplined, in-depth manager selection process help advisors offer differentiated private markets exposure to their clients,” said David Keevins, managing partner and co-CIO of Barrett Upton Capital Partners.

Keevins also serves as a managing director at Crescent Grove, which he co-founded with Gregg George and Nick Kochanski in 2015. He formerly worked at Cedar Street Advisors, a boutique asset management firm, and The Ayco Company, a financial advisor bought by Goldman Sachs in 2006.

Source: Connect Money