Barton Investment Management, LLC
● SEC registered since 2006CRD 141084SEC# 801-66964W. Conshohocken, PA
Reg. AUM
$984.7M
Employees
7
Accounts
263
Location
W. Conshohocken, PA
About Barton Investment Management
Barton Investment Management is a boutique equity firm pursuing a focused strategy that seeks transformational and disruptive growth companies. The practice highlights an independent, highly focused team and a clearly defined investment process.
Summary based on the firm’s website.
Barton Investment Management, LLC assets under management
Barton Investment Management, LLC is an SEC-registered investment adviser based in W. Conshohocken, PA. The firm has been registered since 2006. It reports $984.7 million in regulatory assets under management and employs 7 people.
Barton Investment Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Barton Riley Control | Co-Founder/Member | 25-50% | 2006 |
| Janna Martinelli Forte Control | Chief Compliance Officer | Under 5% | 2016 |
| John Barton Riley Control | Managing Member / President | 50-75% | 2006 |
Frequently asked questions
How much does Barton Investment Management, LLC manage?
Barton Investment Management, LLC reports $984.7 million in regulatory assets under management on its Form ADV.
How many employees does Barton Investment Management, LLC have?
Barton Investment Management, LLC reports 7 employees.
Where is Barton Investment Management, LLC located?
Barton Investment Management, LLC is based in W. Conshohocken, PA and has been SEC-registered since 2006.
Does Barton Investment Management, LLC disclose fund performance?
Barton Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Tower Bridge, 100 Front Street, Suite 980, W. Conshohocken, PA 19428 |
| Phone | 610-226-4040 |
| Fax | 610-226-4041 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1387818 |
| Discloses disciplinary history | No |
Regulatory AUM
$984.7M▼ 2%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$984.7Mregulatory AUM
Discretionary $984.7MNon-discretionary $58K