Bartlett & Co LLC

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Assets, Funds, Holdings

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Bartlett & Co LLC
CRD #159973
SEC #801-73057
CIK #0000810266, 0001751000, 0001550075
AUM
Employees 47 (40% Investors, 0% Brokers)
Phone513-621-4612
Address600 Vine Street
Cincinnati, OH 45202
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
5.04.03.02.01.00.02011201520192023
CIK Period
0000810266 0001751000 0001550075
/
Sector Form 13F Holdings Cap ($BB) Value ($BB)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($BB)
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 - 2024
13F-HR [0000810266]
13F-HR [0001550075]
D [0001751000]
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