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Barrington Asset Management, Inc.

Barrington Asset Management, Inc.. CRD 113740

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CRD: 113740

Barrington Asset Management, Inc.

Chicago, IL, 60601
3126346363
$55.2M Total AUM
$55.2M Disc. AUM
-- 3Y CAGR
5 Employees
88 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Prudential
Clients
Retail and Institutional
Platforms
--
Established Date
12-09-1997
Office Locations
2

Office Locations

161 N. Clark St., Suite 2950 Chicago IL
Cottage 382 Morgan LN SEA Island GA

About Barrington Asset Management, Inc.

Barrington Asset Management, Inc. is a Chicago-based RIA with 2 offices. The firm has been operating for 28 years. Managing $55.2M in total assets under management, with 3 advisory representatives. They custody assets with Prudential. Services offered include Asset Management, Insurance, Portfolio Construction.

Team overview

-- AVG AGE
$18.4M AVG AUM / ADVISOR
$627.4K AVG AUM / CLIENT
18.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Optima momentum Optima matrix Atlas vector Focus radial Frontier

Client Personas

Legacy

Investment Themes

Focus

Investment Vehicles

Optima Summit meridian

Services

Value value Foundation Pathway legacy

Owner & Executives

M

MELISSA H PARIS

MANAGING DIRECTOR

CRD
--
Ownership
10% but less than 25%
(758) 638-9894
quantum.optima@catalystcapital.com
in linkedin.com/in/wave-bridge
ALEXANDER PETER PARIS JR

ALEXANDER PETER PARIS JR

President

CRD
#1402671
Ownership
10% but less than 25%
(324) 811-2069
meridian.insight@optimacapital.com
in linkedin.com/in/momentum-prime

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Contacts

JOHN THOMAS DEMPSEY

JOHN THOMAS DEMPSEY

Principal

CRD
#2608927
(401) 243-6245
unison.glacier@valuecapital.com
in linkedin.com/in/signal-harbor
GARY FRANK PRESTOPINO

GARY FRANK PRESTOPINO

Financial Advisor

CRD
#1636025
(803) 531-8425
atlas.optima@focuscapital.com
in linkedin.com/in/optima-meridian
T

Timber vertex

Frontier pathway pathway

CRD
#89809
(455) 529-7229
glacier.glacier@summitcapital.com
in linkedin.com/in/focus-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-24-2011
03-07-2012
Category Assets AVG. Account size
Discretionary $55,211,309 $589,108
Non-Discretionary $0 --
Total $55,211,309 $589,108

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Separately Managed Accounts

Total SMA Asset: $52,004,203

$52.0M Total SMA
Equity - Exchange:
33.4%
Private Funds:
66.6%
Asset class Assets Assets %
Equity - Exchange $262,855,518 33.4%
Private Funds $524,137,050 66.6%
Total $786,992,568 100.0%

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