B
$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-26-2015
- Office Locations
- 1
Office Locations
-- Boston MA
About Barth Capital LLC
Barth Capital LLC is a Boston-based RIA. The firm has been operating for 11 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Morgan Stanley. Services offered include Insurance, Portfolio Construction, Tax Planning.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
$224.0K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Radial wave Oak horizon Momentum capital Summit Horizon
Client Personas
Ridge glacier
Investment Themes
Insight Peak
Services
North summit Unison vector Vector momentum
Owner & Executives
B
BRYAN C BARTH
Owner, Principal
- CRD
- #4442460
- Ownership
- 75% or more
(708) 581-4469
fusion.fusion@timbercapital.com
in linkedin.com/in/ridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,584,203 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,584,203 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,584,203
Equity - Exchange:
34.1% Cash:
65.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $379,745,462 | 34.1% |
| Cash | $733,877,595 | 65.9% |
| Total | $1,113,623,057 | 100.0% |