Data / Investment advisers / Pennsylvania / Barton Investment Management, LLC
Barton Investment Management, LLC, W. Conshohocken, PA: $985 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Barton Investment Management, LLC is an SEC registered investment adviser with its main office in W. Conshohocken, Pennsylvania and reports $985 million in regulatory assets under management in its Form ADV filed February 2, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and other fees.
The request: Watch Barton Investment Management, LLC (CRD number 141084): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 141084
- SEC file number
- 801-66964
- SEC status
- Approved, effective June 29, 2006
- Main office
- One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428
- Phone
- (610) 226-4040
- Website
- bartonim.com
- Regulatory AUM
- $984,712,343 in the Form ADV filed February 2, 2026
- Discretionary AUM
- $984,654,556
- Non discretionary AUM
- $57,787
- Accounts
- 263
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 2, 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 |
|---|---|---|
| High net worth individuals | 73 | $967.6 million |
| Individuals (other than high net worth individuals) | 20 | $9.1 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 | $984.7 million | February 2, 2026 |
| December 1, 2025 | $1.00 billion | February 12, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Faithward Advisors, LLC | Lancaster | $1.05 billion | Not listed | adviserinfo.sec.gov |
| Rodgers Brothers, Inc. | Harmony | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Stanley-Laman Group LTD. | Berwyn | $1.02 billion | 1 | adviserinfo.sec.gov |
| Hudock Capital Group | Williamsport | $1.00 billion | Not listed | adviserinfo.sec.gov |
| Ellis Investment Partners, LLC | Berwyn | $986.8 million | Not listed | adviserinfo.sec.gov |
| Aufman Associates Inc | Sewickley | $971.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Barton Investment Management, LLC 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.