RIA Intel›Advisers›Texas›BARES CAPITAL MANAGEMENT, INC.

BARES CAPITAL MANAGEMENT, INC.

Advisory

N·AUSTIN, TX

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
-53.6%
3-Year CAGR
-37.5%
Employees
6
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record44
First FilingDec 10, 2004
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 44 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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