Data / Investment advisers / New Jersey / Barnegat Fund Management Inc.
Barnegat Fund Management Inc., Hoboken, NJ: $803 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Barnegat Fund Management Inc. is an SEC registered investment adviser with its main office in Hoboken, New Jersey and reports $803 million in regulatory assets under management in its Form ADV filed February 18, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 158347
- SEC file number
- 801-74067
- SEC status
- Approved, effective March 15, 2012
- Main office
- 525 Park Avenue, Hoboken, NJ 07030
- Phone
- (201) 217-5625
- Website
- barnegatfund.com
- Regulatory AUM
- $803,372,059 in the Form ADV filed February 18, 2026
- Discretionary AUM
- $803,372,059
- Accounts
- 2
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $803,372,059
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $803.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $803.4 million | February 18, 2026 |
| December 1, 2025 | $629 million | January 27, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| GSG Advisors LLC | Mount Laurel | $862.3 million | Not listed | adviserinfo.sec.gov |
| Atlas Private Wealth Advisors | Red Bank | $859.8 million | Not listed | adviserinfo.sec.gov |
| Thames Capital Management, LLC | Roseland | $830.5 million | 1 | adviserinfo.sec.gov |
| Redblack Advisers, Inc. | Oradell | $823.6 million | Not listed | adviserinfo.sec.gov |
| Fortis Group Advisors LLC | Westwood | $822.4 million | Not listed | adviserinfo.sec.gov |
| Poetic Group LLC | Hackensack | $802.5 million | 3 | adviserinfo.sec.gov |
| Parisi Gray Wealth Management, LLC | Mendham | $796 million | Not listed | adviserinfo.sec.gov |
| McRae Capital Management Inc. | Morristown | $795 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Barnegat Fund Management Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.