Why An RIA Created A New Way To Access Alternative Investments

Russ Alan Prince: Can you explain what Barrett Upton Capital Partners does and why it was created? Why launch the platform now?

Andrew Krei: Barrett Upton Capital Partners is an alternative investment platform that was purpose-built by a registered investment advisor, RIA, to solve an identified issue across our client base—namely, to provide access to high-quality alternative investment managers at reasonable minimums. The challenge for many investors seeking private markets exposure is that top-tier funds are frequently oversubscribed, have high minimums, or are simply not taking new investors. Our team at Crescent Grove Advisors, an employee-owned RIA with over $4 billion in assets under management, decided to leverage our decades of experience allocating to private markets and a deep network of relationships in an effort to overcome these roadblocks.

Read the full story here.

Leave a Comment