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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-21-2001
- Office Locations
- 3
Office Locations
About Barrett Capital MANAGEMENT,LLC
Barrett Capital Management is a technology-driven quantitative investment manager serving both individuals and institutions. The firm runs data-driven, active strategies seeking opportunities across global markets and asset classes, using proprietary models, artificial intelligence, and machine learning to keep decisions objective. Its Global AI® Allocation Intelligence platform supports liquid, risk-managed allocation solutions.
Reported data analysis
What the numbers show
Between March 27, 2013 and May 30, 2014, reported AUM decreased 15.6%, from $108.4M to $91.5M.
Across 4 reported observations, AUM decreased 15.6% between March 31, 2011 and May 30, 2014, from $108.5M to $91.5M.
Of the latest reported AUM, 81.4% is discretionary and 18.6% is non-discretionary.
The firm reports 2 advisory representatives and 66 clients, or 33 clients per representative. That equates to $726.7K in reported AUM per client.
The profile lists 3 reported office locations and 25 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Barrett Capital MANAGEMENT,LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RUSSELL EDGAR LUNDEBERG JR.
Chief Executive Officer, Chief Investment Officer, Investment Advisor
- CRD
- #4478749
- Ownership
- 75% or more
Ryan Douglas Greenlee
Chief Compliance Officer, Chief Operating Officer, Chief Operations Officer
- CRD
- #7601500
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
RAYMOND SPENCER HINES JR
RELATIONSHIP CONSULTANT
- CRD
- #1399907
Jeffrey Keith Lear
RELATIONSHIP CONSULTANT
- CRD
- #7082449
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,235,489 | $272,969 |
| Non-Discretionary | $2,726,330 | $239,832 |
| Total | $47,961,819 | $266,129 |
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Separately Managed Accounts
SMA allocation detail is available
Barrett Capital MANAGEMENT,LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.