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Bartee Capital Management
Bartee Capital Management, LLC is an SEC-registered investment adviser with $3 million in regulatory assets under management.
Bartee Capital Management
Bartee Capital Management, LLC is an SEC-registered investment adviser with $3 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It manages $3 million on a discretionary basis.
General information
Firm type
Asset Manager
Year founded
2003
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
Kyle Bartee
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Bartee Capital Management?
Founder Kyle Bartee leads all investment decisions and chairs the firm's investment committee. The firm operates without a publicly disclosed tier of external partners or investment sub-advisors, keeping the investment function centralized.
How does Bartee Capital Management source proprietary deal flow?
The firm sources secondaries from general partners seeking to restructure older funds or provide optionality to existing limited partners. Direct co-investments originate through relationships with private equity sponsors who syndicate a portion of their equity in lower-middle-market acquisitions, typically in the Southwest and Sun Belt.
Does Bartee Capital Management participate in fund commitments or only direct deals?
Both. The firm acquires limited-partner interests on the secondary market and also makes direct equity co-investments alongside sponsors. It does not publicly operate a primary fund-of-funds program.
What is Bartee Capital Management's known posture on co-investments alongside external GPs?
Direct co-investment is a designated pillar of the firm's strategy. Bartee Capital participates on a deal-by-deal basis when a lead sponsor offers the firm an opportunity to invest alongside its own equity, typically in lower-middle-market transactions.
Does Bartee Capital Management maintain philanthropic structures, and how are they separated?
No publicly disclosed philanthropic foundation or donor-advised fund is associated with Bartee Capital Management or its founder. If any charitable activities exist, the firm has not made them visible through its business filings or public communications.
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