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| Barton Investment Management LLC
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|---|---|
| CRD # | 141084 |
| SEC # | 801-66964 |
| CIK # | 0001387818 |
| AUM | $984.7 M (2026-02-02) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 610-226-4040 |
| Address | One Tower Bridge W Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001387818 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Shopify Inc | 180.5 | ||
| Netflix Inc | 163.1 | ||
| Amazon Com Inc | 116.0 | ||
| Global-E Online Ltd | 37.8 | ||
| Equinix Inc | 33.3 | ||
| Okta Inc | 29.2 | ||
| Klaviyo Inc | 19.0 | ||
| Altimar Acquisition Corp | 18.4 | ||
| GFL Environmental Inc | 15.3 | ||
| Gitlab Inc | 14.7 | ||
| American Tower Corp /MA/ | 12.6 | ||
| Microsoft Corp | 9.1 | ||
| Electronic Arts Inc | 9.0 | ||
| Apple Inc | 7.2 | ||
| Qualcomm Inc/DE | 7.0 | ||
| Alphabet Inc | 6.9 | ||
| Paypal Holdings Inc | 4.3 | ||
| Alphabet Inc | 3.8 | ||
| Johnson & Johnson | 3.6 | ||
| Blackline Inc | 3.5 | ||
| SVF Investment Corp 3 | 2.4 | ||
| AbbVie Inc | 1.9 | ||
| Royalty Pharma PLC | 1.7 | ||
| Price T Rowe Group Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sachetta LLC
✚
|
MA | 1.0 |
|
Cohen Capital Management Inc
✚
|
CA | 1.0 |
|
Galilei Investment Office LLP
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|
1.0 | |
|
Avion Wealth LLC
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|
TX | 1.0 |
|
Asset One Wealth Management LLC
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|
WA | 1.0 |
|
Altiora Financial Group LLC
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|
1.0 | |
|
Aufman Associates Inc
✚
|
PA | 1.0 |
|
Scott Capital Partners LLP
✚
|
1.0 | |
|
Unique Wealth LLC
✚
|
FL | 1.0 |
|
Grace & White Inc
✚
|
NY | 1.0 |