$984.7M Total AUM
$984.7M Disc. AUM
20.1% 3Y CAGR
7 Employees
95 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 05-01-2006
- Office Locations
- 1
Office Locations
ONE Tower Bridge 100 Front Street, Suite 980 W. Conshohocken PA
About Barton Investment Management, LLC
Barton Investment Management is an independent, highly focused investment manager centered on transformational and disruptive growth companies. Serving retail and institutional clients, the firm runs a largely ETF-based SMA offering and supports portfolio construction through a defined investment process and an accessible team.
Team overview
63 AVG AGE
$246.2M AVG AUM / ADVISOR
$10.4M AVG AUM / CLIENT
8.7 yrs AVG TENURE
7 Employees
4 Advisory Reps
6 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Crest Pathway
Client Personas
Crest vertex
Custodian
Bridge matrix
Investment Vehicles
Frontier
Platform
Fusion beacon Oak signal
Services
Vertex beacon Frontier eagle
Technology
Glacier
Owner & Executives
J
JOHN BARTON RILEY
Managing Member, Managing Partner, President
- CRD
- #376746
- Ownership
- 50% but less than 75%
(718) 967-9749
prime.oak@meridiancapital.com
in linkedin.com/in/crest-north
H
HENRY BARTON RILEY
Co-founder, Director
- CRD
- #7175836
- Ownership
- 25% but less than 50%
(267) 278-2678
horizon.ridge@bridgecapital.com
in linkedin.com/in/focus-atlas
P
Peak unison
Matrix focus pioneer
- CRD
- #52336
- Ownership
- 27.3%
(952) 200-5776
focus.unison@vertexcapital.com
in linkedin.com/in/foundation-delta
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL DONALD JONES
--
- CRD
- #2669489
(568) 906-8744
optima.value@optimacapital.com
in linkedin.com/in/beacon-vertex
PETER CONNABLE SHOUVLIN
President
- CRD
- #2368884
(381) 203-8738
atlas.eagle@vertexcapital.com
in linkedin.com/in/atlas-radial
S
Summit horizon
Pioneer catalyst
- CRD
- #26204
(458) 942-6711
zenith.capital@summitcapital.com
in linkedin.com/in/meridian-beacon
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $984,654,556 | $3,772,623 |
| Non-Discretionary | $57,787 | $28,894 |
| Total | $984,712,343 | $3,744,153 |
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Separately Managed Accounts
Total SMA Asset: $984,712,343
Equity - Exchange:
45.8% Cash:
54.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,092,155,156 | 45.8% |
| Cash | $3,659,275,316 | 54.2% |
| Total | $6,751,430,472 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS MERIDIAN RADIAL | OAK BEACON | ZL3X72JGX | JMHEB | 5.53% | $68,229,176 |
| PIONEER EMBER | SIGNAL MERIDIAN | F9FW25IQM | QQEZY | 2.64% | $116,659,723 |
| SIGNAL PRIME | VECTOR PRIME | TTTPMHL0R | TJFL | 3.25% | $45,996,177 |
| FOUNDATION HARBOR ATLAS | MATRIX LEGACY | 38KZOEMIT | PGGVB | 7.71% | $70,280,111 |
| CAPITAL MERIDIAN | CREST VALUE | 02XIIJSJB | IYFT | 10.73% | $23,048,333 |
| BRIDGE PRIME | ZENITH OAK | P0KC6P5FT | RPDT | 2.99% | $10,669,404 |
| CATALYST FOUNDATION SUMMIT | VERTEX ALPHA | 1LSVTJ5QV | XCSD | 1.63% | $62,948,551 |
| BEACON FOUNDATION | DELTA MOMENTUM | 88CAVTYYS | KNUBL | 10.57% | $104,443,536 |