BARTON INVESTMENT MANAGEMENT, LLC
CRD #141084 SEC #801-66964 W. CONSHOHOCKEN, PA 610-226-4040
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
7
Clients
--
Accounts
273
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1B | $1B | $0 | 7 | 1 |
| Feb 2024 | $846.2M | $846.2M | $0 | 6 | 1 |
| Jan 2023 | $567.8M | $567.8M | $0 | 6 | 1 |
| Dec 2022 | $1.2B | $1.2B | $0 | 6 | 1 |
| Jan 2022 | $1.2B | $1.2B | $0 | 6 | 1 |
| Apr 2021 | $1.2B | $1.2B | $0 | 6 | 1 |
| Feb 2021 | $1.2B | $1.2B | $0 | 6 | 1 |
| Jul 2020 | $687.4M | $687.4M | $0 | 6 | 1 |
| Jun 2020 | $687.4M | $687.4M | $0 | 6 | 1 |
| Mar 2020 | $687.4M | $687.4M | $0 | 6 | 1 |
| Sep 2019 | $536.2M | $536.2M | $0 | 5 | 1 |
| Mar 2019 | $536.2M | $536.2M | $0 | 5 | 1 |
| Apr 2018 | $490.6M | $490.6M | $0 | 5 | 1 |
| Mar 2018 | $490.6M | $490.6M | $0 | 5 | 1 |
| Feb 2018 | $490.6M | $490.6M | $0 | 5 | 1 |
| Feb 2018 | $490.6M | $490.6M | $0 | 5 | 1 |
| Dec 2017 | $345.7M | $345.7M | $0 | 5 | 9 |
| Mar 2017 | $345.7M | $345.7M | $0 | 5 | 26 |
| Nov 2016 | $340.2M | $340.2M | $0 | 4 | 26 |
| Feb 2016 | $340.2M | $340.2M | $0 | 4 | 26 |
| Nov 2015 | $314.7M | $314.7M | $0 | 4 | 26 |
| Mar 2015 | $314.7M | $314.7M | $0 | 4 | 26 |
| Mar 2014 | $298.4M | $298.4M | $0 | 4 | 200 |
| Mar 2014 | $298.4M | $298.4M | $0 | 3 | 200 |
| Feb 2014 | $203.8M | $203.8M | $0 | 3 | 200 |
| Jan 2014 | $203.8M | $203.8M | $0 | 3 | 200 |
| Mar 2013 | $203.8M | $203.8M | $0 | 3 | 200 |
| Mar 2013 | $203.8M | $203.8M | $0 | 3 | 200 |
| Mar 2012 | $174.3M | $174.3M | $0 | 1 | 200 |
| Mar 2012 | $174.3M | $174.3M | $0 | 1 | 200 |
| Mar 2009 | $109.9M | $106.1M | $3.8M | 5 | -- |
| Sep 2008 | $171.7M | $163.8M | $7.9M | 5 | -- |
| Oct 2007 | $120.7M | $115M | $5.7M | 5 | -- |
| Mar 2007 | $120.7M | $115M | $5.7M | 5 | -- |
DateFeb 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients1
DateFeb 2024
Total AUM$846.2M
Discretionary$846.2M
Non-Disc.$0
Employees6
Clients1
DateJan 2023
Total AUM$567.8M
Discretionary$567.8M
Non-Disc.$0
Employees6
Clients1
DateDec 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients1
DateJan 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients1
DateApr 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients1
DateFeb 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees6
Clients1
DateJul 2020
Total AUM$687.4M
Discretionary$687.4M
Non-Disc.$0
Employees6
Clients1
DateJun 2020
Total AUM$687.4M
Discretionary$687.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2020
Total AUM$687.4M
Discretionary$687.4M
Non-Disc.$0
Employees6
Clients1
DateSep 2019
Total AUM$536.2M
Discretionary$536.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$536.2M
Discretionary$536.2M
Non-Disc.$0
Employees5
Clients1
DateApr 2018
Total AUM$490.6M
Discretionary$490.6M
Non-Disc.$0
Employees5
Clients1
DateMar 2018
Total AUM$490.6M
Discretionary$490.6M
Non-Disc.$0
Employees5
Clients1
DateFeb 2018
Total AUM$490.6M
Discretionary$490.6M
Non-Disc.$0
Employees5
Clients1
DateFeb 2018
Total AUM$490.6M
Discretionary$490.6M
Non-Disc.$0
Employees5
Clients1
DateDec 2017
Total AUM$345.7M
Discretionary$345.7M
Non-Disc.$0
Employees5
Clients9
DateMar 2017
Total AUM$345.7M
Discretionary$345.7M
Non-Disc.$0
Employees5
Clients26
DateNov 2016
Total AUM$340.2M
Discretionary$340.2M
Non-Disc.$0
Employees4
Clients26
DateFeb 2016
Total AUM$340.2M
Discretionary$340.2M
Non-Disc.$0
Employees4
Clients26
DateNov 2015
Total AUM$314.7M
Discretionary$314.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$314.7M
Discretionary$314.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$298.4M
Discretionary$298.4M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$298.4M
Discretionary$298.4M
Non-Disc.$0
Employees3
Clients200
DateFeb 2014
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees3
Clients200
DateJan 2014
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2009
Total AUM$109.9M
Discretionary$106.1M
Non-Disc.$3.8M
Employees5
Clients--
DateSep 2008
Total AUM$171.7M
Discretionary$163.8M
Non-Disc.$7.9M
Employees5
Clients--
DateOct 2007
Total AUM$120.7M
Discretionary$115M
Non-Disc.$5.7M
Employees5
Clients--
DateMar 2007
Total AUM$120.7M
Discretionary$115M
Non-Disc.$5.7M
Employees5
Clients--