Barrett Capital Management, LLC

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Barrett Capital Management, LLC Overview

Type

Multi Family Office

Year Founded

2002

General Information

Barrett Capital Management, LLC is a multi-family office headquartered in Richmond. Founded in 2002, the firm traces its wealth to founder David R. Barrett’s 1996 sale of a medical-equipment business that netted $5.5 million. The office provides investment and wealth management services to high-net-worth clients, leveraging an endowment-style approach focused on alternatives alongside traditional asset classes.

Contact Information

Website:
https://barrettcap.com/

Year Founded:
2002

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Midlothian, VA, United States

Portfolio & Notable Allocations


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