RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
WAISSAR, MEYOUNG, CHOICHIEF COMPLIANCE OFFICERNA Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control
BARTON, HARRIS, SCOTTIMANAGING MEMBERD Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (1)

CA

Address

135 MAIN STREET
SUITE 850
SAN FRANCISCO, CA 94105
United States
Phone: 415-231-5172