H. Barton Asset Management, LLC

Fee-Only (% of Portfolio)

H. Barton Asset Management (HBAM) provides investment management services to privately offered pooled investment funds, including Funds of Funds and Direct Funds. HBAM advises Funds of Funds that invest in U.S. venture capital funds managed by third-party investment advisors. HBAM also has Direct Funds that invest directly in private companies alongside third-party venture capital fund managers.

Assets Under Management$1.3B
Clients13
AdvisorsN/A
Avg. per Client$99M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

H. Barton Asset Management manages investments for pooled investment funds, not individual investors. Therefore, there are no investment management fees for individual clients to summarize.

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H. Barton Asset Management, LLC | TrueAdvisor