BARTON INVESTMENT MANAGEMENT, LLC

Overview

Barton Investment Management, LLC is a boutique advisory firm that runs equity-focused portfolios for individuals and families, along with small-business accounts. The firm’s public filings show a strong preference for exchange-traded equities, with active stock selection driving portfolio construction rather than broad market beta alone. Barton commonly holds relatively concentrated positions — its 13F disclosures show a limited roster of high-dollar equity holdings — which points to conviction-driven sizing and an emphasis on individual security selection. Investment management is delivered primarily on a discretionary basis, and the firm charges a percentage-of-AUM fee alongside other fee arrangements. Barton does not identify as an active ESG investor in its filings. The firm supplements its equity exposure with third-party alternatives (hedge funds) to add strategy diversification and risk-management capabilities beyond long-only equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices