RIA Intel›Advisers›Texas›BARTON CREEK ADVISORS, LLC

BARTON CREEK ADVISORS, LLC

Advisory

TX

Data as of May 31, 2023 · Source: SEC Form ADV

Rank in TX
#2,512
of 2,813 advisers by AUM
Average account
$130K
across 38 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed May 31, 2023.

Total AUM
$5M
Discretionary %
0%
Clients
22
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$0
Non-Discretionary AUM$5M
Discretionary %0%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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$5M
RIO OAKS LLC
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$5M
GLOBESCAN CAPITAL, INC.
HOUSTON, TX
$5M
-95.3% 1Y
WG PLAN LLC
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$5M
ENTORO INVESTMENTS, LLC
HOUSTON, TX
$5M
-25.9% 1Y

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