The H. BARTON ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $1.48Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. H. BARTON ASSET MANAGEMENT, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 22.98% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 135 MAIN STREET SUITE 850, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 1 investment and 13 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $1.48Bn in assets advised are owned by 15 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.48Bn or 100% of Total Assets.
The Group's top investment strategies include Early Stage, Long/Short Equity and Traditional LBO, representing 50.95%, 39.61% and 8.32% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
H. BARTON ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.