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| Happy Holidays!! thanks for using AUM13F!! |
| Vanbarton Group LLC
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| CRD # | 119128 |
| SEC # | 801-60947 |
| CIK # | |
| AUM | $2.2 B (2025-03-31) |
| Employees | 28 (61% Investors, 0% Brokers) |
| Phone | 212-293-8800 |
| Address | 292 Madison Avenue New York, NY 10017-6318 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | VBG Special Situations Fund LLC | 2017-03-30 | 598.3 | |
| RE | Vanbarton VTC Fund I LLC | 2016-03-29 | 195.4 | |
| RE | EDB Land Partners LP | 2014-03-31 | 1.0 | |
| RE | EO Holdings LLC and Subsidiaries | 2014-03-31 | 1,634.1 | |
| 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 | |
| RE | New Rock Asset Partners LP | 2014-03-31 | 180.0 | |
| RE | NYC Vanbarton Interborough Fund LLC | 2014-03-31 | 159.8 | |
| RE | Vanbarton - US Strategic Venture LP | 2014-03-31 | 407.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 2.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 2.2 |
| By Discretionary | ||
| Discretionary | 6 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 6 | 2.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jadian Capital LP
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|
CT | 2.4 |
|
Bristol Group Inc
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|
CA | 2.4 |
|
Davis Investment Ventures LLC
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|
MA | 2.4 |
|
The Milestone Real Estate Group LP
✚
|
TX | 2.3 |
|
Walker & Dunlop Investment Partners Inc
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|
CO | 2.3 |
|
Sterling Investment Management LLC
✚
|
FL | 2.3 |
|
Sundance Bay Investment Manager LLC
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|
UT | 2.1 |
|
Dune Real Estate Partners LP
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|
NY | 2.1 |
|
Kildare Partners US LLC
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|
TX | 2.0 |
|
Resmark Equity Partners LLC
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|
CA | 2.0 |