RIA Intel›Advisers›Pennsylvania›BARTON INVESTMENT MANAGEMENT, LLC

BARTON INVESTMENT MANAGEMENT, LLC

Advisory

N·W. CONSHOHOCKEN, PA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Total AUM

$985M

1-Year AUM Growth

+49.0%

3-Year CAGR

-11.3%

Employees

4

Assets Under Management

Total AUM$985M

Discretionary AUM$985M

Non-Discretionary AUM$58K

Discretionary %100%

Total Clients96

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingJun 23, 2006

Latest FilingFeb 2, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 20+ 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 BARTON INVESTMENT MANAGEMENT, LLC

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