# Barrett Capital Management

Barrett Capital Management is a Multi Family Office based in Richmond, Virginia, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Richmond, Virginia, United States
- **Region:** North America
- **Address:** 812 Moorefield Park Dr, Suite 112, Richmond, VA 23236, United States
- **Founded:** 2002
- **Assets under management:** 42 (Altss estimate)
- **Website:** barrettcap.com
- **LinkedIn:** https://linkedin.com/company/barrettcap

## About

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.

## Sectors

- AI/ML
- Hedge Funds

## People

- Russell E. Lundeberg Jr. — CEO & Chief Investment Officer
- Ryan D. Greenlee — Chief Compliance Officer & Chief Operating Officer
- Damir Strmel — Director of Quantitative Development

## Questions

### Who runs investment decisions at Barrett Capital Management?

Russell E. Lundeberg Jr. serves as CEO and Chief Investment Officer. He oversees quantitative strategy development and portfolio construction with more than 30 years in the industry.

### How does Barrett Capital Management source proprietary deal flow?

The firm does not pursue private-market deals. It generates signals internally through its Global AI platform that processes public fundamental and macro-economic data.

### Is Barrett Capital Management structured as a single family office or does it operate more like a venture firm?

It functions as a multi-family office providing fee-based asset management to multiple high-net-worth clients and institutions rather than concentrating on a single family or venture-stage companies.

### Does Barrett Capital Management participate in fund commitments or only direct deals?

The firm focuses on liquid systematic strategies and hedge-fund exposures. No direct private-company investments are disclosed.

## Related profiles

- [Novarcel Group](https://altss.com/profile/novarcel-group)
- [Chromo Invest](https://altss.com/profile/chromo-invest-sirotsky-family-office)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/barrett-capital-management-llc

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