BARLOCK CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- PARK CITY, Utah
- CRD number
- 307466
Firm profile
FINTRXOverview
Barlock Capital Management LLC is a small, owner-managed advisory firm that centers its activity on a single private equity vehicle. The firm’s public profile indicates limited retail or institutional advisory relationships outside that fund; investment activity appears focused on acquiring and managing private-company equity rather than running broad discretionary portfolios of stocks and ETFs. The firm is structured as a limited liability company under individual ownership and does not present itself as a multi-state adviser or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3SCOTT KAUFMAN
MemberCRD 2728979
HEIDI BOWMAN
Registered Investment AdvisorCRD 7227792
SEAN MCAVOY
MemberCRD 5903803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARK CITY, UT
SUMMIT
Location
PARK CITY, UT
Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SUMMIT
- Address
- 2700 Homestead Rd
- Time zone
- MT (UTC-7)
- Office locations
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