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Barwick & Partners, Inc.

● SEC registered since 2015CRD 174336SEC# 801-100460Seattle, WA
Export (members)
Reg. AUM
$2.58B
Employees
2
Accounts
385
Location
Seattle, WA

Barwick & Partners, Inc. assets under management

Barwick & Partners, Inc. is an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 2015. It reports $2.6 billion in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Barwick & Partners, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Andrew Barwick ControlPresident & CcoOver 75%2015

Frequently asked questions

How much does Barwick & Partners, Inc. manage?

Barwick & Partners, Inc. reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Barwick & Partners, Inc. have?

Barwick & Partners, Inc. reports 2 employees.

Where is Barwick & Partners, Inc. located?

Barwick & Partners, Inc. is based in Seattle, WA and has been SEC-registered since 2015.

Does Barwick & Partners, Inc. disclose fund performance?

Barwick & Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3825 Interlake Ave N., Suite a, Seattle, WA 98103
Phone206-547-5000
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
CIK1664212
Discloses disciplinary historyNo

Assets under management

Discretionary$2.58B
Non-discretionary$0
Total (RAUM)$2.58B