Barnett & Co Inc

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Barnett & Co Inc
✚
CRD #105867
SEC #801-20295
CIK #0001426588
AUM 142.0 M (2026-01-29)
Employees 5 (60% Investors, 0% Brokers)
Fees
Minimum
Phone423-756-0125
Address1300 Broad Street
Chattanooga, TN 37402-4476
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4003202401608001999200820172027
CIK Period
0001426588
Sector Form 13F Holdings Value ($M)
UNUM Group 8.9
Williams Companies Inc 8.2
Springleaf Holdings Inc 6.0
Federal Agricultural Mortgage Corp 5.5
AbbVie Inc 5.0
Oneok Inc /New/ 4.8
Hewlett Packard Enterprise Co 4.6
Generac Holdings Inc 4.4
National Fuel Gas Co 4.1
Pfizer Inc 3.8
Thermo Fisher Scientific Inc 3.2
United Technologies Corp /DE/ 3.0
Conocophillips 2.8
Antero Midstream GP LP 2.6
CBS Outdoor Americas Inc 2.6
Susser Petroleum Partners LP 2.6
Scotts Miracle-Gro Co 2.4
Schweitzer Mauduit International Inc 2.1
MPLX LP 2.1
Owl Rock Capital Corp 2.1
Black Hills Corp /SD/ 2.0
Kayne Anderson Acquisition Corp 2.0
Papa Johns International Inc 1.9
FMC Corp 1.8
Ally Financial Inc 1.8
Oil DRI Corp of America 1.7
VICI Properties Inc 1.7
Brookfield Infrastructure Corp 1.6
Blackstone Secured Lending Fund 1.5
Six Flags Entertainment Corporation/New 1.4
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 60 19.3
(b) Individuals (high net worth individuals) 56 121.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.5
(n) Other 0 0.0
Total 263 142.0
By Discretionary
Discretionary 263 142.0
Non-Discretionary 0 0.0
Total 263 142.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 142.0
Total 263 142.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001426588]
SC 13D [0001426588]
Form 13D/13G Filer Form 13D/13G Subject Filed
Barnett & Company Inc CornerStone Bancshares Inc [2015-07-17]
Barnett & Company Inc CornerStone Bancshares Inc [2015-04-20]
Barnett & Company Inc CornerStone Bancshares Inc [2015-02-19]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail, Research
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