E.S. BARR & COMPANY
Legal name: E. S. BARR & COMPANY
CRD #107447 SEC #801-42566 LEXINGTON, KY 859-266-1300
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$2B
Employees
6
Clients
--
Accounts
884
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $2B | $0 | 6 | 0 |
| Mar 2024 | $1.8B | $1.8B | $0 | 6 | 0 |
| Mar 2023 | $1.4B | $1.4B | $0 | 6 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 6 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 6 | 0 |
| Jun 2020 | $1.3B | $1.3B | $0 | 7 | 0 |
| Mar 2020 | $1.3B | $1.3B | $0 | 7 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 6 | 0 |
| Jul 2018 | $1.2B | $1.2B | $0 | 7 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 7 | 0 |
| Mar 2017 | $1B | $1B | $0 | 6 | 400 |
| Mar 2016 | $952.9M | $952.9M | $0 | 7 | 400 |
| Mar 2015 | $1B | $1B | $0 | 6 | 400 |
| Mar 2014 | $978.8M | $978.8M | $0 | 5 | 700 |
| Mar 2013 | $791.2M | $791.2M | $0 | 5 | 700 |
| Dec 2012 | $725M | $725M | $0 | 5 | 700 |
| Mar 2012 | $725M | $725M | $0 | 6 | 700 |
| Mar 2011 | $733.9M | $733.9M | $0 | 10 | -- |
| Mar 2009 | $600.1M | $600.1M | $0 | 10 | -- |
| Mar 2007 | $833.3M | $833.3M | $0 | 5 | -- |
| Mar 2004 | $546.8M | $546.8M | $0 | 5 | -- |
| Mar 2002 | $402.4M | $402.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients400
DateMar 2016
Total AUM$952.9M
Discretionary$952.9M
Non-Disc.$0
Employees7
Clients400
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients400
DateMar 2014
Total AUM$978.8M
Discretionary$978.8M
Non-Disc.$0
Employees5
Clients700
DateMar 2013
Total AUM$791.2M
Discretionary$791.2M
Non-Disc.$0
Employees5
Clients700
DateDec 2012
Total AUM$725M
Discretionary$725M
Non-Disc.$0
Employees5
Clients700
DateMar 2012
Total AUM$725M
Discretionary$725M
Non-Disc.$0
Employees6
Clients700
DateMar 2011
Total AUM$733.9M
Discretionary$733.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$833.3M
Discretionary$833.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$546.8M
Discretionary$546.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$402.4M
Discretionary$402.4M
Non-Disc.$0
Employees5
Clients--