# Barton Investment Management

Barton Investment Management is an Asset Manager based in W. Conshohocken, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** W. Conshohocken, United States
- **Region:** North America
- **Address:** Conshohocken, PA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** www.bartonim.com
- **LinkedIn:** https://www.linkedin.com/company/barton-investment-management

## Regulatory record

- **CRD number:** 141084
- **SEC file number:** 801-66964
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141084

## About

Barton Investment Management is an SEC-registered investment adviser in W. CONSHOHOCKEN, PA, registered since 2006. The firm manages $985 million in assets on a discretionary basis. It has 7 employees and 4 investment advisers.

## Sectors

- Enterprise Software
- AI/ML
- Digital Health
- FinTech
- ClimateTech
- Industrial Tech

## Offices

- Austin
- San Francisco
- Denver
- New York
- Palo Alto
- Boulder

## Questions

### Does Barton disclose its AUM or performance numbers?

AUM is not disclosed. The firm's website presents composite returns since inception (August 31, 2006) but does not provide detailed performance data or benchmark comparisons beyond stating its goal to outperform the S&P 500 Total Return Index after fees (per the firm's website).

### Does Barton invest in funds or only direct equities?

Based on its public materials, Barton invests directly in publicly traded common stocks of younger growth companies. There is no indication the firm commits to external funds, co-invests, or uses derivatives, leverage, or hedge fund structures.

### What sectors does Barton focus on?

Barton does not publish a fixed sector list, but based on its description of investing in companies that create new industries or revolutionize existing ones, inferred sectors include enterprise software, AI/ML, digital health, fintech, climate tech, and industrial tech. The firm states it does not need to own a stock from a certain sector for diversification.

### What client types does Barton serve?

The firm's website states it serves high-net-worth individuals, institutions, foundations, and endowments. Barton describes its clients as curious and engaged, often subscribing to the services or adopting technologies of companies in the portfolio (per the firm's website).

### How does Barton's structure differ from other concentrated equity managers?

Barton is a pure long-only RIA with no alternative vehicles, no hedge fund, and no private investments. Its explicit focus on younger growth companies — not just disruptive but pioneering new categories — and its willingness to hold positions for a decade or more distinguishes it from managers that trade more actively or diversify across a larger number of holdings.

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

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