H. BARTON ASSET MANAGEMENT, LLC
CRD #161955 SEC #801-100358 SAN FRANCISCO, CA 415-231-5172
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
14
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 14 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 14 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 14 | 0 |
| Mar 2023 | $1.3B | $1.3B | $0 | 10 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 10 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 10 | 0 |
| Mar 2020 | $628.4M | $628.4M | $0 | 11 | 0 |
| Mar 2019 | $530M | $530M | $0 | 11 | 0 |
| Mar 2018 | $426.2M | $426.2M | $0 | 6 | 0 |
| Mar 2017 | $338.7M | $338.7M | $0 | 6 | 1 |
| Mar 2016 | $332.8M | $332.8M | $0 | 6 | 1 |
| Jun 2015 | $274.3M | $274.3M | $0 | 6 | 1 |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$628.4M
Discretionary$628.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$530M
Discretionary$530M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$426.2M
Discretionary$426.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$338.7M
Discretionary$338.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$332.8M
Discretionary$332.8M
Non-Disc.$0
Employees6
Clients1
DateJun 2015
Total AUM$274.3M
Discretionary$274.3M
Non-Disc.$0
Employees6
Clients1