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Type	Result	AUM

Barrett Upton Capital Partners LLC
Firm	PPB Advisors LLC
Address	100 N Suite 215 Lake Forest, IL 60045
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
PPB Advisors LLC
Barrett Upton Private Equity Access Fund II LP	021-569455	Executive Officer			19.1 M
Barrett Upton Tax-Efficient Income Fund LP	021-554545	Executive Officer		73.9 M	46.1 M
Barrett Upton Private Equity Access Fund LP	021-490739	Promoter		63.5 M	63.5 M
Barrett Upton Capital Partners LLC
Barrett Upton Private Equity Access Fund II	021-569455	Executive Officer			19.1 M
Barrett Upton Tax Efficient Income Fund	021-554545	Executive Officer		73.9 M	46.1 M
Barrett Upton Private Equity Access Fund	021-490739	Promoter		63.5 M	63.3 M

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