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| Happy Holidays!! thanks for using AUM13F!! |
| H Barton Asset Management LLC
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| CRD # | 161955 |
| SEC # | 801-100358 |
| CIK # | 0001515785 |
| AUM | $1.3 B (2025-03-25) |
| Employees | 14 (7% Investors, 0% Brokers) |
| Phone | 415-231-5172 |
| Address | 135 Main Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | HBAM BYID LLC | 2023-03-27 | 4.5 | |
| PE | H Barton Co-Invest Fund V LLC | [2023-03-27] | 0.0 | 70.4 |
| Other | H Barton Venture Select V LLC | [2023-03-27] | 101.5 | 125.6 |
| PE | HBAM CODA LLC | 2022-03-31 | 2.0 | |
| PE | HBAM JP LLC | 2022-03-31 | 0.7 | |
| PE | H Barton Co-Invest Fund IV LLC | [2021-03-22] | 52.6 | 46.1 |
| Other | H Barton Venture Select IV LLC | [2021-03-22] | 2.1 | 245.1 |
| Other | H Barton Venture Select III LLC | [2018-03-28] | 0.0 | 217.9 |
| PE | H Barton Co-Invest Fund III LLC | [2017-03-31] | 0.0 | 48.2 |
| Other | H Barton Venture Select II LLC | [2015-03-30] | 0.0 | 197.5 |
| PE | H Barton Co-Invest II Fund LLC | [2014-03-27] | 46.4 | 136.4 |
| PE | H Barton Co-Invest Fund LLC | [2012-03-30] | 28.7 | 58.2 |
| Other | H Barton Venture Select LLC | [2012-03-30] | 25.4 | 128.2 |
| 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 | 13 | 1,280.9 |
| (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 | 13 | 1,280.9 |
| By Discretionary | ||
| Discretionary | 13 | 1,280.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,280.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,280.9 | |
| Total | 13 | 1,280.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Harris Barton | 11 | ||
| Matthew Felton | 11 | ||
| H Barton Asset Management LLC | 8 | ||
| William Felton | 7 |
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|---|---|---|
|
Sweetwater Investment Management LLC
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CA | 1.3 |
|
Brookside Equity Partners LLC
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CT | 1.3 |
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Olympus Capital Holdings Asia LLC
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NY | 1.3 |
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Inverness Graham Investments Inc
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PA | 1.3 |
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Keystone Capital Management LP
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IL | 1.3 |
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Activant Capital Group LLC
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CT | 1.3 |
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Aether Investment Partners LLC
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1.3 | |
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Fin Venture Capital Management LLC
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CA | 1.3 |
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Heartwood Partners LLC
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CT | 1.3 |
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MWP Advisory LLC
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NY | 1.3 |