$45.3M Total AUM
$44.4M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Interactive Brokers · State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2021
- Office Locations
- 1
Office Locations
1109 Washington Street Weymouth MA
About Barrett Capital Partners
Barrett Capital Partners is a Weymouth, MA fiduciary investment manager offering investment planning, portfolio construction, and financial planning, with retirement plan and insurance planning support. The firm builds portfolios using ETFs and mutual funds alongside fixed income exposures and serves both retail and institutional relationships.
Team overview
-- AVG AGE
$45.3M AVG AUM / ADVISOR
$431.1K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Premium access reveals conviction themes in meridian quantum alpha.
Unlock to see real insight on meridian optima.
See the complete signal summary connected to summit.
See the complete signal summary connected to optima.
Upgrade to reveal position-level detail across unison harbor.
Unlock to see real insight on horizon legacy.
Request access to benchmark trends tied to pathway wave.
Open the full profile to inspect shifts in pathway foundation.
Asset Classes
Wave Eagle harbor
Client Personas
Crest oak
Custodian
Wave
Investment Themes
Quantum pathway
Investment Vehicles
Atlas zenith
Services
Peak Alpha Ridge Vector zenith Glacier beacon Matrix
Owner & Executives
P
PATRICK JUDE BARRETT
PARTNER, President
- CRD
- #3157009
- Ownership
- 75% or more
(669) 939-9388
prime.legacy@embercapital.com
in linkedin.com/in/pioneer-summit
JOSEPH C BARRETT
Partner
- CRD
- #6111693
- Ownership
- 25% but less than 50%
(687) 320-9034
catalyst.value@alphacapital.com
in linkedin.com/in/legacy-glacier
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,428,576 | -- |
| Non-Discretionary | $833,203 | -- |
| Total | $45,261,779 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $45,261,779
Equity - Exchange:
19.2% Public Funds:
16.5% Cash:
23.6% Corporate - Investment Grade:
22.4% Municipal Bonds:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $299,555,494 | 19.2% |
| Public Funds | $257,430,503 | 16.5% |
| Cash | $368,203,628 | 23.6% |
| Corporate - Investment Grade | $349,481,410 | 22.4% |
| Municipal Bonds | $285,513,829 | 18.3% |
| Total | $1,560,184,864 | 100.0% |