Barrett Capital Management

Barrett Capital Management

Barrett Capital Management was founded in 2002 by David R. Barrett following the 1996 sale of his medical-equipment business. The firm operates as an employee-owned multi-family office serving high-net-worth individuals, families, endowments, foundations, and trusts. It maintains an endowment-style allocation framework that blends alternatives with traditional asset classes while remaining focused on liquid instruments. Investment decisions rely on quantitative analysis of fundamental and macro-economic data. The firm deploys systematic strategies across hedge funds and other liquid vehicles in Africa, Asia, Europe, North America, and South America. Its Global AI platform identifies geographic and sector exposures, monitors portfolio risk, and adjusts allocations without discretionary overrides. No specific portfolio holdings or co-investors are publicly named. The team includes Russell E. Lundeberg Jr. as CEO and Chief Investment Officer, Ryan D. Greenlee as Chief Compliance Officer and Chief Operating Officer, and Damir Strmel as Director of Quantitative Development. The firm maintains a single office in Richmond, Virginia. No dated operational events from the last 24 months appear in available records. Employee ownership removes external-shareholder conflicts and aligns incentives with fiduciary duty to clients. The structure keeps decision-making inside a small group that combines investment, compliance, and quantitative-development roles.