BARRETT CAPITAL MANAGEMENT,LLC
Firm details
- Headquarters
- NORTH CHESTERFIELD, Virginia
- CRD number
- 117272
- Website
- www.barrettcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.11%
- Individuals18.09%
- Corporations / Businesses0.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Barrett Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and provides portfolio management primarily to individuals, families and small-business clients, and it also accepts some institutional relationships. Its fee model is based on a percentage of assets under management. Barrett Capital does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser; it does not advertise pension consulting or related-adviser services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Private Funds11%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2RUSSELL LUNDEBERG
Principal and Chief Investment OfficerCRD 4478749
Ryan Greenlee
COO & CCOCRD 7601500
Contacts
3 of 3DAMIR STRMEL
Director of Quantitative DevelopmentCRD 5570963
RAYMOND HINES
SolicitorCRD 1399907
Jeffrey Lear
Relationship ConsultantCRD 7082449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTH CHESTERFIELD, VA
CHESTERFIELD
Location
NORTH CHESTERFIELD, VA
Headquartered in NORTH CHESTERFIELD, VA, in the South of the United States.
- Region
- South
- County
- CHESTERFIELD
- Address
- 812 Moorefield Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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