Bartlett, Lawrence E

Overview

Bartlett, Lawrence E. is an independent registered investment adviser structured as a sole proprietorship and owned by Lawrence E. Bartlett. The firm is small and narrowly focused: filings classify its client base as institutional, while its reported advisory activities include portfolio management for individuals and small businesses and pension consulting services. Bartlett functions in an accounting capacity in addition to providing investment advice. Its fee arrangements include percentage-of-AUM fees, fixed fees and other fee types. The adviser is not registered as a multi-state firm, does not identify as a capital allocator, and is not flagged as an active ESG investor. SEC registration year is not provided in the available data.

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