# Barrett Capital Partners

> Barrett Capital Partners is a state-registered investment advisory firm in Weymouth, MA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 314619
- Filed as: BARRETT CAPITAL PARTNERS
- Legal name: Barrett Capital Partners LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Weymouth, MA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314619
- AdvisorCensus page: https://advisorcensus.com/firm/barrett-capital-partners-weymouth-ma-314619

## Quick answers

**How is Barrett Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Barrett Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Barrett Capital Partners located?**
Barrett Capital Partners' principal office is in Weymouth, MA, according to its Form ADV.

**Is Barrett Capital Partners registered with the SEC or a state?**
Barrett Capital Partners is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314619.

**How much does Barrett Capital Partners manage?**
Barrett Capital Partners reports $45,261,779 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (98% discretionary).

**What types of clients does Barrett Capital Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Barrett Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314619

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,261,779
- Discretionary: $44,428,576
- Non-discretionary: $833,203

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $26,390,185 |
| High net worth individuals | 15 | $18,684,546 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $187,048 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barrettcapitalpartners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barrett Capital Partners (CRD 314619): Form ADV filing data as of October 2026.