# Barlow Wealth Partners

Barlow Wealth Partners is a Multi Family Office based in Louisville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** 3700 Brownsboro Road, Louisville, KY 40207
- **Founded:** 2023
- **Assets under management:** Approximately $1.2 billion (Altss estimate)
- **Website:** barlowwealth.com
- **LinkedIn:** https://www.linkedin.com/company/barlow-wealth-partners

## Regulatory record

- **CRD number:** 325308
- **SEC file number:** 801-127506
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325308

## About

Barlow Wealth Partners was formed when Barry O. Barlow and his colleagues left Merrill Lynch to establish an independent, employee-owned practice. The founding partners brought decades of experience from Hilliard Lyons and KBW, with Barry beginning his career in 1981. No external family or corporate sponsor is disclosed as the source of the client capital. The firm allocates client portfolios across public equities using a value discipline that screens for strong balance sheets and capital-return programs. Holdings are selected after comparison to historical transaction multiples, with a required margin of safety. The mandate covers all US-listed companies and foreign ADRs; no private equity, venture, or fixed-income sleeves are described. Geographic exposure remains North America-centric through listed securities. The six named partners average twenty years of tenure. The firm maintains one office and participates in local civic boards including the Louisville Sports Commission and Junior Achievement of Kentuckiana. It withdrew from the Broker Protocol after April 2023.

## Sectors

- Public Equities

## People

- Barry O. Barlow — Managing Partner
- Frank O. Barlow — Founding Partner
- Chris C. McIntosh — Founding Partner
- Amy S. Jones — Founding Partner
- M. Christine Book — Founding Partner
- Kelsey M. Doren — Partner

## Questions

### Who runs investment decisions at Barlow Wealth Partners?

Barry O. Barlow serves as managing partner. Chris C. McIntosh constructs and manages all client portfolios. The remaining founding partners participate in portfolio review and client planning.

### Does Barlow Wealth Partners participate in fund commitments or only direct deals?

The firm executes direct equity purchases in individual public companies and ADRs. No allocations to external funds or co-investments are described on its site.

### What investment stages does Barlow Wealth Partners typically target?

The mandate focuses on established, publicly traded companies. The team seeks perpetual ownership and sells only when fundamentals deteriorate or prices exceed appraisal.

### How does Barlow Wealth Partners source proprietary deal flow?

The firm screens the entire universe of US-listed companies and foreign ADRs using quantitative balance-sheet criteria. No external deal sources or club memberships are cited.

## Related profiles

- [River Partners Capital Management](https://altss.com/profile/river-partners-capital-management)
- [Cape Bouvard Investments](https://altss.com/profile/cape-bouvard-investments-pty-ltd-cbi)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/barlow-wealth-partners

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