|
⚲
|
| Vanbarton Group LLC
✚
|
|
|---|---|
| CRD # | 119128 |
| SEC # | 801-60947 |
| CIK # | |
| AUM | $2.3 B (2026-03-30) |
| Employees | 28 (71% Investors, 0% Brokers) |
| Phone | 212-293-8800 |
| Address | 292 Madison Avenue New York, NY 10017-6318 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | VBG AVRS 77W LP | [2026-03-30] | 0.0 | 234.0 |
| RE | VBG AVRS X11 First AVE LP | 2026-03-30 | 169.2 | |
| RE | VBG XLIII LP | 2026-03-30 | 160.9 | |
| RE | VBG Special Situations Fund LLC | 2017-03-30 | 538.7 | |
| RE | Vanbarton VTC Fund I LLC | 2016-03-29 | 197.3 | |
| RE | EDB Land Partners LP | 2014-03-31 | 1.0 | |
| RE | EO Holdings LLC and Subsidiaries | 2014-03-31 | 1,550.2 | |
| RE | Managed Accounts FBO Los Angeles County Employees Retirement Association | 2014-03-31 | 78.6 | |
| RE | Managed Accounts FBO Tekko Building Co Ltd KK | 2014-03-31 | 7.0 | |
| RE | Managed Accounts FBO the Regents of the University of California | 2014-03-31 | 178.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 2.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 2.3 |
| By Discretionary | ||
| Discretionary | 9 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 2.0 | |
| Total | 9 | 2.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Osborne | 14 | 2 | ||
| Brian Probst | 1 | 1 | ||
| Bradley Probst | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
3650 REIT Investment Management LLC
✚
|
FL | 2.4 |
|
The Milestone Real Estate Group LP
✚
|
TX | 2.4 |
|
Sterling Investment Management LLC
✚
|
FL | 2.4 |
|
Whitman/Peterson LLC
✚
|
CA | 2.4 |
|
Maxim Capital Group LLC
✚
|
NY | 2.2 |
|
Sundance Bay Investment Manager LLC
✚
|
UT | 2.1 |
|
Davis Investment Ventures LLC
✚
|
MA | 2.0 |
|
Bristol Group Inc
✚
|
CA | 2.0 |
|
Resmark Equity Partners LLC
✚
|
CA | 2.0 |
|
Rose Smart Growth Investment Advisors LLC
✚
|
NY | 2.0 |