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Barwick & Partners, Inc.

● SEC registered since 2015CRD 174336SEC# 801-100460
Export (members)
Reg. AUM
$2.77B
Employees
2
Accounts
360
Location
—

Barwick & Partners, Inc. assets under management

Barwick & Partners, Inc. is an SEC-registered investment adviser. The firm has been registered since 2015. It reports $2.8 billion in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Barwick & Partners, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Andrew Barwick ControlPresident & CcoOver 75%2015

Frequently asked questions

How much does Barwick & Partners, Inc. manage?

Barwick & Partners, Inc. reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Barwick & Partners, Inc. have?

Barwick & Partners, Inc. reports 2 employees.

Does Barwick & Partners, Inc. disclose fund performance?

Barwick & Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone206-547-5000
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
CIK1664212
Discloses disciplinary historyNo

Regulatory AUM

$2.77B▲ 7%
Feb '25 — $2.58BMar '25 — $2.58BApr '25 — $2.58BMay '25 — $2.58BJun '25 — $2.58BJul '25 — $2.58BAug '25 — $2.58BSep '25 — $2.58BOct '25 — $2.58BNov '25 — $2.58BDec '25 — $2.58BJan '26 — $2.58BFeb '26 — $2.77BMar '26 — $2.77BApr '26 — $2.77BMay '26 — $2.77BJun '26 — $2.77B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$2.77Bregulatory AUM
Discretionary $2.77B