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H. Barton Co-Invest Fund IV, LLC

Private Equity FundFund ID 805-6002291085Delaware, United States
Gross assets
$42.1M
Min. investment
$1M
Beneficial owners
59
Size rank
Top 57%
Audited
Yes
Structure
Standalone

About this fund

H. Barton Co-Invest Fund IV, LLC is a private equity fund managed by H. Barton Asset Management, LLC. The fund reports $42.1 million in gross assets, placing it among the top 57% of private funds by size. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-6002291085
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Ownership

Owned by the adviser or related persons1%
Owned by funds of funds2%
Owned by non-U.S. persons2%

Other funds from this manager

FundTypeGross assets
H. Barton Venture Select IV, LLCOther Private$244.7M
H. Barton Venture Select III, LLCOther Private$214M
H. Barton Venture Select II, LLCOther Private$208M
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Frequently asked questions

How large is H. Barton Co-Invest Fund IV, LLC?

H. Barton Co-Invest Fund IV, LLC reports $42.1 million in gross assets, among the top 57% of private funds by size.

What is the minimum investment for H. Barton Co-Invest Fund IV, LLC?

The stated minimum investment is $1 million.

Who manages H. Barton Co-Invest Fund IV, LLC?

H. Barton Co-Invest Fund IV, LLC is managed by H. Barton Asset Management, LLC.

Does H. Barton Co-Invest Fund IV, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported