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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAKER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAKER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAKER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAKER, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTE, JANNA, MARTINELLI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAVENS, PETER, HESSENBRUCH | I | CHIEF COMPLIANCE OFFICER | NA | |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | SOLE MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | E | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | D | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | D | Control |
| RILEY, JOHN, BARTON | I | MANAGING MEMBER / PRESIDENT | D | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
| RILEY, HENRY, BARTON | I | CO-FOUNDER/MEMBER | C | Control |
Registrations
Federal
IA
Feb 12, 2025 REGISTERED
Notice Filings (9)
CA CT FL NC NH NY OH PA TX
Address
ONE TOWER BRIDGE100 FRONT STREET, SUITE 980
W. CONSHOHOCKEN, PA 19428
United States
Phone: 610-226-4040