| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Barton Riley Control | Co-Founder/Member | 25-50% | 2006 |
| Janna Martinelli Forte Control | Chief Compliance Officer | Under 5% | 2016 |
| John Barton Riley Control | Managing Member / President | 50-75% | 2006 |
Barton Investment Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.
Barton Investment Management, LLC reports 7 employees.
Barton Investment Management, LLC is based in W. Conshohocken, PA and has been SEC-registered since 2006.
Barton Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Tower Bridge, 100 Front Street, Suite 980, W. Conshohocken, PA 19428 |
| Phone | 610-226-4040 |
| Fax | 610-226-4041 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1387818 |
| Discloses disciplinary history | No |
| Discretionary | $1B |
| Non-discretionary | $0 |
| Total (RAUM) | $1B |