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H. Barton Rise Fund, LLC

Other Private FundFund ID 805-6530133075Delaware, United States
Gross assets
$16.6M
Min. investment
$50K
Beneficial owners
19
Size rank
Top 72%
Audited
Yes
Structure
Standalone

About this fund

H. Barton Rise Fund, LLC is a other private fund managed by H. Barton Asset Management, LLC. The fund reports $16.6 million in gross assets, placing it among the top 72% of private funds by size. The stated minimum investment is $50,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-6530133075
Fund typeOther Private Fund — POOLED INVESTMENT FUND
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
H. Barton Venture Select IV, LLCOther Private$282.1M
H. Barton Venture Select III, LLCOther Private$237.2M
H. Barton Venture Select II, LLCOther Private$222.7M
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Frequently asked questions

How large is H. Barton Rise Fund, LLC?

H. Barton Rise Fund, LLC reports $16.6 million in gross assets, among the top 72% of private funds by size.

What is the minimum investment for H. Barton Rise Fund, LLC?

The stated minimum investment is $50,000.

Who manages H. Barton Rise Fund, LLC?

H. Barton Rise Fund, LLC is managed by H. Barton Asset Management, LLC.

Does H. Barton Rise Fund, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported

Reported gross assets

$16.6MNo change
Mar '26 — $16.6MApr '26 — $16.6MMay '26 — $16.6MJun '26 — $16.6M
Mar '26Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 72%
Larger than 28% of 67,041 private funds
Gross assets vs Other Private FundsTop 74%
Larger than 26% of 8,892 other private funds
Minimum investmentTop 85%
Higher than 15% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.