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| Barton Investment Management LLC
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|---|---|
| CRD # | 141084 |
| SEC # | 801-66964 |
| CIK # | 0001387818 |
| AUM | 984.7 M (2026-02-02) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-226-4040 |
| Address | One Tower Bridge W Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Shopify Inc | 180.5 | ||
| Netflix Inc | 163.1 | ||
| Amazon Com Inc | 116.0 | ||
| Global-E Online Ltd | 37.8 | ||
| Equinix Inc | 33.3 | ||
| Okta Inc | 29.2 | ||
| Klaviyo Inc | 19.0 | ||
| Altimar Acquisition Corp | 18.4 | ||
| GFL Environmental Inc | 15.3 | ||
| Gitlab Inc | 14.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 9.1 |
| (b) Individuals (high net worth individuals) | 73 | 967.6 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 1 | 8.0 |
| Total | 263 | 984.7 |
| By Discretionary | ||
| Discretionary | 261 | 984.7 |
| Non-Discretionary | 2 | 0.1 |
| Total | 263 | 984.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 979.2 | |
| Total | 263 | 984.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001387818] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 (1 non-US) |
| Serves | Retail |
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