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RIA / WealthPrivate fundprivate equity fund3(c)(7)fund of funds

BARRETT UPTON PRIVATE EQUITY ACCESS FUND

advised by BARRETT UPTON CAPITAL PARTNERS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:febb7bbe-92c0-91a3-6bae-20a4928d42ea

Data as of Oct 3, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jul 29, 2023 to Oct 3, 2024
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Barrett Upton Private Equity Access Fund

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: BARRETT UPTON CAPITAL PARTNERSCRD 326104
Fund type: Private Equity Fund
Latest reported GAV: $49.8Mgross asset value on Schedule D 7.B(1), as of 2024-10-03; never fund size
Peak reported GAV: $49.8M
Beneficial owners: 61
Minimum investment: $100,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-490739an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Jul 29, 2023
Last reported: Oct 3, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-5353222820

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Oct 3, 2024	$49.8M	61	$100,000	0.0%	yes	BARRETT UPTON PRIVATE EQUITY ACCESS FUND
Mar 29, 2024	$49.8M	61	$100,000	0.0%	yes	BARRETT UPTON PRIVATE EQUITY ACCESS FUND
Jul 29, 2023	$0	0	$100,000	0.0%	yes	BARRETT UPTON PRIVATE EQUITY ACCESS FUND

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
NATIONAL FINANCIAL SERVICES LLC	NATIONAL FINANCIAL SERVICES LLC	Boston	Massachusetts	United States	no	8-26740

Relationships

Advises (1)

← BARRETT UPTON CAPITAL PARTNERSRegistered adviserPrivate Equity Fund, IA
Jul 29, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:febb7bbe-92c0-91a3-6bae-20a4928d42ea
First observed: Jul 29, 2023
Last observed: Oct 3, 2024 23 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BARRETT UPTON PRIVATE EQUITY ACCESS FUND

advised by BARRETT UPTON CAPITAL PARTNERS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:febb7bbe-92c0-91a3-6bae-20a4928d42ea

Data as of Oct 3, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Oct 3, 2024

$49.8M

$100,000

0.0%

yes

BARRETT UPTON PRIVATE EQUITY ACCESS FUND

Mar 29, 2024

$49.8M

$100,000

0.0%

yes

BARRETT UPTON PRIVATE EQUITY ACCESS FUND

Jul 29, 2023

$100,000

0.0%

yes

BARRETT UPTON PRIVATE EQUITY ACCESS FUND

Custodian

Legal name

City

State

Country

Related person

SEC number

NATIONAL FINANCIAL SERVICES LLC

Boston

Massachusetts

United States

8-26740