H Barton Asset Management LLC

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H Barton Asset Management LLC ✚
CRD #	161955
SEC #	801-100358
CIK #	0001515785
AUM	1,481.1 M (2026-03-31)
Employees	14 (7% Investors, 0% Brokers)
Phone	415-231-5172
Address	135 Main Street San Francisco, CA 94105
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
Other	H Barton Rise Fund LLC	[2026-03-31]		16.6 M
	Offered $40,000,000 · Filed 2025-09-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $40,000,000 · Duration One year or less · Net Assets Decline to Disclose
Other	H Barton Venture Select VI LLC	[2026-03-31]		93.0 M
	Offered $300,000,000 · Filed 2025-09-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $300,000,000 · Duration One year or less · Net Assets Decline to Disclose
PE	HBAM BYID LLC	2023-03-27		4.5 M
PE	H Barton Co-Invest Fund V LLC	[2023-03-27]		82.4 M
	Offered $60,000,000 · Filed 2022-06-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $60,000,000 · Duration One year or less · Revenue Decline to Disclose
Other	H Barton Venture Select V LLC	[2023-03-27]	101.5 M	211.2 M
	Offered $300,000,000 · Filed 2023-06-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $198,537,500 · Duration One year or less · Net Assets Decline to Disclose
PE	HBAM CODA LLC	2022-03-31		2.0 M
PE	HBAM JP LLC	2022-03-31		0.3 M
PE	H Barton Co-Invest Fund IV LLC	[2021-03-22]	52.6 M	31.9 M
	Offered $60,000,000 · Filed 2020-04-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $7,435,000 · Duration One year or less · Revenue Decline to Disclose
Other	H Barton Venture Select IV LLC	[2021-03-22]	2.1 M	282.1 M
	Offered $2,100,000 · Filed 2016-06-27 (D) · Exemption 506(b) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose
Other	H Barton Venture Select III LLC	[2018-03-28]		237.2 M
	Offered $250,000,000 · Filed 2018-01-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $250,000,000 · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(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	15	1,481.1
(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	0	0.0
Total	15	1,481.1
By Discretionary
Discretionary	15	1,481.1
Non-Discretionary	0	0.0
Total	15	1,481.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,481.1
Total	15	1,481.1

Form D Directors	Role	# Filings	# Firms
Harris Barton	Director, Executive Officer	13	2
Matthew Felton	Director	12	2
H Barton Asset Management LLC	Director	8	2
William Felton	Director	7	2
H Barton Asset Management 20 LLC	Director	2	1

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Ariel Alternatives LLC ✚	IL	1,511.0 M
Excelsior Renewable Energy Management Company LP ✚	MN	1,505.4 M
PRV Management LP ✚	CO	1,502.7 M
Mountaingate Management Co LLC ✚	CO	1,492.9 M
Brookside Equity Partners LLC ✚	CT	1,490.2 M
Springcoast Capital Partners LP ✚	NY	1,489.5 M
Yucaipa Master Manager LLC ✚	CA	1,488.1 M
NovaQuest Capital Management LLC ✚		1,483.0 M
Czech Asset Management LP ✚	CT	1,479.9 M
Raven Credit Capital Management LLC ✚	NY	1,460.2 M

H Barton Asset Management LLC

Assets, Funds, Holdings