BARLOCK CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PARK CITY, Utah
CRD number
307466

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • SCOTT KAUFMAN

    MemberCRD 2728979

  • HEIDI BOWMAN

    Registered Investment AdvisorCRD 7227792

  • SEAN MCAVOY

    MemberCRD 5903803

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth