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E.s. Barr & Company

● SEC registered since 1993CRD 107447SEC# 801-42566Lexington, KY
Export (members)
Ranks #2,071 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.22B
Fund GAV
$48.2M
Private funds
1
Employees
6
Accounts
886
Location
Lexington, KY

E.s. Barr & Company assets under management

E.s. Barr & Company is a registered investment adviser overseen by the SEC based in Lexington, KY. The firm has been registered since 1993. It reports $2.2 billion in regulatory assets under management and employs 6 people. E.s. Barr & Company manages 1 private fund with combined gross assets of $48.2 million, including Sandfly Partners, Ltd. By regulatory assets, it ranks 2,071 of 6,004 private fund managers.

E.s. Barr & Company private funds

1 funds · $48.2M GAV
FundTypeGross assetsMin.
Sandfly Partners, Ltd.Hedge$48.2M$200K

E.s. Barr & Company owners & executives

4 reported
NameTitleOwnershipSince
E.s. Barr Holdings, LLC ControlParent CompanyOver 75%2004
Edward S. Barr ControlPresident/DirectorUnder 5%1992
Margaret Barr Gess ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does E.s. Barr & Company manage?

E.s. Barr & Company reports $2.2 billion in regulatory assets under management on its Form ADV.

How many private funds does E.s. Barr & Company manage?

E.s. Barr & Company manages 1 private funds with combined gross assets of $48.2 million.

How many employees does E.s. Barr & Company have?

E.s. Barr & Company reports 6 employees.

Where is E.s. Barr & Company located?

E.s. Barr & Company is based in Lexington, KY and has been SEC-registered since 1993.

Does E.s. Barr & Company disclose fund performance?

E.s. Barr & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1999 Richmond Road, Suite 1b, Lexington, KY 40502
Phone859-266-1300
Fax859-266-1544
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1040210
Discloses disciplinary historyNo

Regulatory AUM

$2.22B▲ 13%
Mar '25 — $1.97BApr '25 — $1.97BMay '25 — $1.97BJun '25 — $1.97BJul '25 — $1.97BAug '25 — $1.97BSep '25 — $1.97BOct '25 — $1.97BNov '25 — $1.97BDec '25 — $1.97BJan '26 — $1.97BFeb '26 — $1.97BMar '26 — $2.22BApr '26 — $2.22BMay '26 — $2.22BJun '26 — $2.22B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$2.22Bregulatory AUM
Discretionary $2.22B

Service providers