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BARRETT CAPITAL PARTNERS
BARRETT CAPITAL PARTNERS LLC
CRD 314619
1109 WASHINGTON STREET, WEYMOUTH, MA, 02189, United States
Phone
339-499-6282
Fax
781-335-5690
Registration
— (—)
Source
State registered
Total AUM
$45.3M
Discretionary AUM
$44.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $26.4M |
| High net worth individuals | 15 | $18.7M |
| Pension/profit sharing plans | 1 | $187K |
All web addresses on file
Official SEC filing: View on IAPD