VANBARTON GROUP LLC

RIASEC RegisteredEst. 2002
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$253M
Accounts
9
Employees
28
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
119128
Registered since
February 25, 2002
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles95.26%
  • Corporations / Businesses4.74%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Vanbarton Group LLC is a limited liability company registered with the SEC in 2002 that operates as a real estate fund manager and sponsor for institutional clients. The firm’s primary advisory activity is portfolio management for pooled investment vehicles; it also serves as a general partner, managing member, and real estate broker/sponsor on pooled real estate vehicles. Regulatory filings list CPO/CTA among its business activities, and Vanbarton is not identified as a capital allocator — it originates and manages product rather than acting solely as an allocator to outside strategies. Clients are institutional in nature and engage the firm on discretionary terms. The firm’s compensation mixes asset-based fees with performance-based fee components and other arrangements. Vanbarton reports that it is not an active ESG investor and is not classified as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

2 of 2
  • DAMIANO BUFFA

    Chief Financial OfficerCRD 4319866

  • BERNADETTE MURPHY

    Chief Compliance OfficerCRD 6557947

Contacts

2 of 2
  • RICHARD COLES

    Founder & Managing PartnerCRD 5018328

  • GARY TISCHLER

    DirectorCRD 4502316

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
292 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth