RIA Roundup: Venerable Holdings to Create RIA
Two new players enter the RIA space; Baird adds a bank team with half a billion in assets; and Creative Planning and Focus Financial both make big announcements. It was a slow week for mergers and acquisitions in the RIA space, but two new firms are being created and Baird has added a trio from…
Barrett Upton launches as new option for high-net-worth investors
Crescent Grove Advisors established a new asset management firm, Barrett Upton Capital Partners (Barrett Upton), to provide institutional and high-net-worth investors with turnkey access to various alternative investment opportunities. Both firms are based in the affluent Chicago suburb of Lake Forest, Ill. Crescent Grove, which acts as a registered investment adviser with $4 billion in assets…
Private Equity Daily: Private Equity’s Recruiting Rush
Wealth management firm and registered investment adviser Crescent Grove Advisors, which manages $4 billion in assets, has established Barrett Upton Capital Partners to offer alternative investments to high net worth and institutional investors, according to a news release. Source: WSJ Pro Private Equity
Crescent Grove Advisors Establishes New Alternative Investment Firm
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…
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