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BARTON INVESTMENT MANAGEMENT, LLC
CRD 141084File 801-66964
APPROVED
Retail clients
Custody
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$984.7M
Above cohort median (national)
Discretionary AUM
$984.7M
Non-discretionary $58K
Clients
93
263 accounts
Employees
7
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 29, 2006
- Principal office
- ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 980, W. CONSHOHOCKEN, PA, 19428
- Phone
- 610-226-4040
- Website
- HTTP://WWW.BARTONIM.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $984.7M
- Discretionary AUM
- $984.7M
- Non-discretionary AUM
- $58K
- Discretionary accounts
- 261
- Non-discretionary accounts
- 2
- Total accounts
- 263
- AUM per client
- $10.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $967.6M |
| Individuals (other than high net worth individuals) | 20 | $9.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PORTFOLIO MONITORING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 94 | 93 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.