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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Custodian
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Platform
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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
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RAYMOND SPENCER HINES JR
--
- CRD
- #1399907
Jeffrey Keith Lear
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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