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BARTON CREEK INVESTMENT ADVISORS, LLC

Advisory

AUSTIN, TX

Data as of May 28, 2019 · Source: SEC Form ADV

Rank in TX

#2,349

of 2,813 advisers by AUM

Average account

$333K

across 30 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed May 28, 2019.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

The full client-type breakdown and the share of AUM each category represents.

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