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| Barton Investment Management LLC
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|---|---|
| CRD # | 141084 |
| SEC # | 801-66964 |
| CIK # | 0001387818 |
| AUM | $846.2 MM (2024-02-09) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 610-226-4040 |
| Address | One Tower Bridge W Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NFLX | 79,791.6 | 208.7 | |
| SHOP | 4,418,238.0 | 125.9 | |
| AMZN | 1,092,997.8 | 117.4 | |
| GLBE | 3,312.5 | 36.0 | |
| AL | 3,636.2 | 32.4 | |
| OWL | 4,574.9 | 32.2 | |
| EQIX | 60,902.7 | 29.2 | |
| OKTA | 14,610.4 | 26.9 | |
| BL | 4,151.9 | 24.4 | |
| AMT | 117,747.1 | 17.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 20.5 |
| (b) Individuals (high net worth individuals) | 62 | 755.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 70.5 |
| (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 | 0 | 0.0 |
| Total | 287 | 846.2 |
| By Discretionary | ||
| Discretionary | 287 | 846.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 287 | 846.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 842.4 | |
| Total | 287 | 846.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001387818] |
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|---|---|---|
|
Laurel Wealth Advisors LLC
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NC | 0.9 |
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Southern Financial Group LLC
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AL | 0.9 |
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GA | 0.9 |
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0.9 | |
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NY | 0.8 |
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Smith Brothers Financial LLC
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CT | 0.8 |
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DC | 0.8 |
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Penn Davis McFarland Inc
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TX | 0.8 |
|
Systm Wealth Solutions LLC
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IL | 0.8 |
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McGowan Group Asset Management Inc
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TX | 0.8 |