RIA Intel›Advisers›Connecticut›BARROW STREET ADVISORS LLC

BARROW STREET ADVISORS LLC

Advisory

N·STAMFORD, CT

Data as of May 22, 2020 · Source: SEC Form ADV

Total AUM

$29M

1-Year AUM Growth

-19.6%

3-Year CAGR

-24.0%

Employees

2

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingApr 12, 2013

Latest FilingMay 22, 2020

Full AUM trend chart and 10 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BARROW STREET ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.