Barksdale Investment Management
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 105098
- Registered since
- December 27, 1984
- Website
- barksdaleim.com
- Custodians
- BANK, BANK, AMALGAMATED BANK, BANK
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans40.69%
- Insurance Companies14.83%
- State / Municipal Government14.48%
- Corporations / Businesses12.46%
- Charitable Organizations11.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Barksdale Investment Management is a corporation operating as an institutional registered investment adviser since 1984. The firm is owned by an individual and serves both individual and family clients as well as institutional investors. Its advisory mandate is fee-based on a percentage of assets under management and centers on discretionary portfolio management for individuals, small businesses, and institutional entities. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds55%
- Investment Grade Corp Bonds28%
- Other10%
- Exchange Traded Equities4%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 3
James Murphy
Chief Compliance OfficerCRD 4308605
Charles Webb
Principal and Chief Investment OfficerCRD 4344725
Ann Roberts
President, Chief Executive OfficerCRD 2195221
Contacts
3 of 9
Frank Puryear
Principal, ChairmanCRD 1984403
Stephen Zurlo
Associate Portfolio ManagerCRD 7172753
Melissa Laffer
Associate Portfolio ManagerCRD 2192155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 40 Burton Hills Blvd
- Time zone
- CT (UTC-6)
- Office locations
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