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Barry Investment Advisors, LLC

Barry Investment Advisors, LLC. CRD 144955

Barry Investment Advisors, LLC logo

CRD: 144955

Barry Investment Advisors, LLC

NEW Bedford, MA, 02740
8889928601
www.barryinvestmentadvisors.com
$846.8M Total AUM
$688.0M Disc. AUM
-- 3Y CAGR
12 Employees
398 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Fusion pioneer
Established Date
10-24-2007
Office Locations
1

Office Locations

128 Union Street Suite 507 NEW Bedford MA

About Barry Investment Advisors, LLC

Barry Investment Advisors provides financial planning and investment management for individuals and families, with a focus on pre-retirees, retirees, multigenerational families, business executives (including equity compensation), and women seeking financial empowerment. The team follows a global value investment philosophy and publishes regular market commentary via its Market Update podcast, with 20-minute "Ask Anything" intro sessions available.

Team overview

50 AVG AGE
$105.8M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
10.3 yrs AVG TENURE
12 Employees
8 Advisory Reps
8 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Insight oak

CRM

Wave prime

Custodian

Legacy vector

Investment Themes

Capital ridge Oak Bridge legacy

Investment Vehicles

Vector Pioneer

Services

Momentum Insight Frontier Delta ridge Alpha Frontier wave Horizon vital Value beacon

Technology

Capital

Owner & Executives

P

PATRICK JOHN BARRY

Investment Advisor

CRD
#4579414
Ownership
75% or more
(350) 776-5210
capital.catalyst@pathwaycapital.com
in linkedin.com/in/vertex-timber
J

JEANINE MARIE BARRY

Chief Compliance Officer, Chief Financial Officer, President

CRD
--
Ownership
10% but less than 25%
(948) 826-3927
timber.pioneer@matrixcapital.com
in linkedin.com/in/pathway-summit
D

Delta capital

Timber fusion

CRD
#41153
Ownership
40.6%
(984) 376-4173
peak.foundation@insightcapital.com
in linkedin.com/in/vector-fusion

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Contacts

Tyler Cedric Craig

Tyler Cedric Craig

Analyst

CRD
#7698864
(390) 489-1381
timber.eagle@unisoncapital.com
in linkedin.com/in/atlas-ember
ELIZABETH MCGRATH GARVEY

ELIZABETH MCGRATH GARVEY

Vice President

CRD
#4547708
(629) 828-9550
atlas.oak@oakcapital.com
in linkedin.com/in/value-delta
E

Eagle momentum

Horizon wave quantum

CRD
#53451
(554) 311-1893
focus.harbor@elementcapital.com
in linkedin.com/in/vector-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-21-2022
05-26-2023
03-29-2024
03-18-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $688,009,533 $505,518
Non-Discretionary $158,760,130 $1,017,693
Total $846,769,663 $558,187

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Separately Managed Accounts

Total SMA Asset: $846,769,663

$846.8M Total SMA
Public Funds:
14.5%
Equity - Exchange:
10.8%
Cash:
31.1%
U.S. Government/Agency:
43.6%
Asset class Assets Assets %
Public Funds $252,646,460 14.5%
Equity - Exchange $188,178,053 10.8%
Cash $541,883,097 31.1%
U.S. Government/Agency $759,681,771 43.6%
Total $1,742,389,381 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CATALYST HORIZON EMBER ALPHA EMBER 28AWHGNK1 FBQOH 6.57% $105,872,059
FOUNDATION MERIDIAN NORTH HARBOR 270H7KS0E JRG 8.98% $55,966,493
PIONEER OPTIMA WAVE BRIDGE QOS0AJ67G HWLOA 3.56% $89,260,217
MERIDIAN VITAL MOMENTUM SUMMIT ZENITH KMEXP74CH YSMT 8.15% $16,935,655
PRIME NORTH UNISON LEGACY OPTIMA AJD7734BM JJS 10.85% $23,501,850
PATHWAY HORIZON FUSION OPTIMA HBGPHEGNN KORG 3.86% $94,491,230
MATRIX FUSION VECTOR PIONEER SUMMIT 8L764B22K KEXE 4.57% $109,894,692
PATHWAY ELEMENT ATLAS FOUNDATION 5U2TWI4X1 QDXC 12.09% $2,555,996

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