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H. BARTON ASSET MANAGEMENT, LLC
CRD 161955 · SEC 801-100358
135 MAIN STREET, SUITE 850, SAN FRANCISCO, CA, 94105, United States
Phone
415-231-5172
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.48B
Discretionary AUM
$1.48B
Team
14 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 15 | $1.48B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD