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BARRETT CAPITAL MANAGEMENT, INC.

Advisory

ROCHESTER, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NY
#5,012
of 5,722 advisers by AUM
Average account
$682K
across 32 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
88
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients88
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

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CORNELL CAPITAL MANAGEMENT LLC
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AXEL CAPITAL MANAGEMENT, LLC
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$22M
-37.8% 1Y
EMANCIPATION CAPITAL LLC
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$22M
-15.0% 1Y
AM INVESTMENT PARTNERS LLC
NEW YORK, NY
$22M
-83.5% 1Y

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