Bartlett & Co LLC

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Assets, Funds, Holdings

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Bartlett & Co LLC
CRD #159973
SEC #801-73057
CIK #0001751000, 0001550075, 0000810266
AUM
Employees 47 (40% Investors, 0% Brokers)
Phone513-621-4612
Address600 Vine Street
Cincinnati, OH 45202
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
5.04.03.02.01.00.02010201420192024
CIK Period
0001751000 0001550075 0000810266
Sector Form 13F Holdings Value ($B)
Canadian Pacific Railway Ltd/Cn 0.0
Nextera Energy Partners LP 0.0
NetApp Inc 0.0
Loews Corp 0.0
Hillenbrand Inc 0.0
Apple Inc 0.0
Microsoft Corp 0.0
Main Street Capital Corp 0.0
Citigroup Inc 0.0
Genuine Parts Co 0.0
Dow Inc 0.0
Flextronics International Ltd 0.0
DraftKings Inc 0.0
FMC Corp 0.0
eBay Inc 0.0
AMB Property Corp 0.0
Manhattan Associates Inc 0.0
Fortive Corp 0.0
Fortrea Holdings Inc 0.0
Principal Financial Group Inc 0.0
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1,103 3.3
(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 23 0.1
(h) Charitable organizations 32 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 36 0.4
(n) Other 0 0.0
Total 1,197 4.1
By Discretionary
Discretionary 1,148 4.1
Non-Discretionary 49 0.1
Total 1,197 4.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.1
Total 1,197 4.1
EDGAR Form CIK 2011 - 2025
13F-HR [0000810266]
13F-HR [0001550075]
D [0001751000]
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