BARINGTON CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$47M
Discretionary
$47M
100% of AUM
Avg account
$435K
Accounts
108
Employees
1
Advisory reps
1

Firm details

Headquarters
GREEN BAY, Wisconsin
CRD number
282826
Fee structure
Percentage of AUM
Client types
  • HNWI92.77%
  • Individuals7.23%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Barington Capital Management, LLC is an independent, owner-operated registered investment adviser serving individual and family clients with a fee model tied to assets under management. Its advisory services concentrate on financial planning and portfolio management for individuals and small businesses. The firm shows a clear tilt toward listed equities as its primary allocation preference, supplemented by allocations to real estate/REITs and conventional pooled products such as mutual funds and annuities. Barington does not present itself as a capital allocator or pension consultant, is not positioned as a multi-state adviser, and does not register as an active ESG investor. Investment activity appears focused on liquid, exchange-traded instruments for the bulk of client portfolios, with third-party managers used for alternative real estate exposures. The firm’s structure and client base indicate it operates as a boutique wealth manager targeting high-net-worth households via discretionary, percentage-of-AUM relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Investment Grade Corp Bonds 23%, US Government Bonds 4%, State & Local Bonds 2%, Cash & Cash Equivalents 1%70%
  • Exchange Traded Equities70%
  • Investment Grade Corp Bonds23%
  • US Government Bonds4%
  • State & Local Bonds2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • NATHAN BARINGTON

    PrincipalCRD 4371631

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREEN BAY, WI

BROWN

Location

GREEN BAY, WI

Headquartered in GREEN BAY, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.

Metro area
Green Bay-Shawano, WI
Region
Midwest
County
BROWN
Address
926 Willard Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth