$45.3M Total AUM
$44.4M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
4 yrs Firm Age
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- 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
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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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
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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 | -- |
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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% |