Single Family OfficeRIA · CRD 105098SEC-Registered

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Barksdale Investment Management

Bill Barksdale's single-family office, based in Greenville, SC, invests directly in real estate, infrastructure, and private credit across the...

Barksdale Investment Management

BARKSDALE INVESTMENT MANAGEMENT is an SEC-registered investment adviser in NASHVILLE, TN, registered since 1984. The firm manages approximately $3.4 billion in assets. It has 13 employees and 8 investment advisers.

General information

Firm type

Single Family Office

Year founded

1995

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Nashville

Corporate office

Greenville, SC, United States

Principals

William H. (Bill) Barksdale

Founder

Sector focus

Real EstateInfrastructurePrivate CreditEnergy Transition & RenewablesAgriTech & FoodTech

Frequently asked questions

Who makes investment decisions at Barksdale Investment Management?

Bill Barksdale, the founder, is the sole publicly named principal and likely retains central decision-making authority. No separate CIO or investment committee has been disclosed.

How does Barksdale Investment Management source deals?

The firm relies on a network of relationships built over decades in the Southeastern US, with a focus on direct real estate, infrastructure, and private credit opportunities. It occasionally co-invests alongside regional PE firms and other family offices.

Is Barksdale Investment Management open to outside capital?

No public evidence suggests the firm accepts external capital. It operates as a single-family office managing the Barksdale family's wealth.

What asset classes does the firm focus on?

The firm allocates primarily to real estate, infrastructure, private credit, energy transition, and agritech. Direct investments in the Southeastern US are a common theme.

Does Barksdale Investment Management have a philanthropy arm?

No separate family foundation is publicly associated with the firm. The Barksdale family has engaged in charitable giving through local community foundations in South Carolina.

Where does the wealth behind Barksdale Investment Management come from?

The wealth originated from Barksdale Products, a direct-marketing company founded by Bill Barksdale. The company was sold to Time Warner in 1996.

What is the firm's geographic focus?

Barksdale Investment Management concentrates on the Southeastern United States, particularly South Carolina, North Carolina, and Georgia, where its principals have deep business and community ties.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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