RIA · CRD 166464SEC-RegisteredPrivate Fund Adviser

Updated:

Coburn Barrett

COBURN BARRETT, LLC is an SEC-registered investment adviser in San Francisco, CA, registered since 2013. The firm manages approximately $113 million in...

Coburn Barrett

COBURN BARRETT, LLC is an SEC-registered investment adviser in San Francisco, CA, registered since 2013. The firm manages approximately $113 million in regulatory assets. It has 4 employees and 4 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

Unknown

Frequently asked questions

Who runs investment decisions at Coburn Barrett?

Coburn Barrett does not publicly name any investment professionals or principals. The firm's leadership structure is not disclosed in any public source. This level of privacy is typical of single-family offices that serve a single family and do not manage external capital.

How does Coburn Barrett source proprietary deal flow?

Given that Coburn Barrett does not maintain a public website or disclose its investment activities, its deal-sourcing process is not known. Likely, as with many private family offices, it relies on personal networks, referrals, and direct relationships. There is no public evidence of co-investment partnerships or deal announcements.

Is Coburn Barrett structured as a single family office or a multi-family office?

Coburn Barrett does not specify its structure. Based on the firm's name and lack of external marketing, it likely operates as a single-family office serving one family. However, without official confirmation, this remains an assumption.

Does Coburn Barrett participate in fund commitments or only direct deals?

The firm's investment approach is undisclosed. Without any public portfolio holdings or partnership announcements, it is not possible to confirm whether the firm makes fund commitments, direct investments, or uses a hybrid model.

What investment stages does Coburn Barrett typically target?

There is no public information about the investment stages Coburn Barrett targets. The firm has not disclosed whether it focuses on venture stage, growth equity, buyouts, or public markets. This information is not available in any public record.

Which sectors does Coburn Barrett explicitly avoid?

No sector exclusions have been stated publicly by Coburn Barrett. The firm does not publish its investment criteria or sector preferences. As a result, any sector avoidance would be speculative.

Where does the underlying wealth come from?

The source of wealth behind Coburn Barrett is not publicly disclosed. The firm has not attributed its capital base to any specific individual, family, or industry origin. Wealth origin remains private.

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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