BARTON INVESTMENT MANAGEMENT

HTTP://WWW.BARTONIM.COM/ WEST CONSHOHOCKEN, PA Investment Advisor How do I update this listing?

Barton Investment Management is based out of West Conshohocken. Barton Investment Management is a large advisory firm with 82 clients and discretionary assets under management (AUM) of $687,406,122 (Form ADV from 2020-03-24). Their last reported 13F filing for Q1 2020 included $645,048,000 in managed 13F securities and a top 10 holdings concentration of 89.98%. Barton Investment Management's largest holding is Netflix Inc with shares held of 480,444. Barton Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 58 13F filings

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03/31/2020

13F Activity

  • Market Value $645.048 Million
  • Prior Market Value $643.776 Million
  • New Purchases0 stocks
  • Additional Purchases8 stocks
  • Sold out of3 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 89.98 %
  • Turnover % [1]:7.69%
  • Turnover Alt % [2]: 5.96 %
  • Time Held Top20:26.65 quarters
  • Time Held Top10:22.50 quarters
  • Time Held All:38.31 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 39.05%
Performance Last 4 Quarters: 14.81%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BARTON INVESTMENT MANAGEMENT, LLC
ONE TOWER BRIDGE 100 FRONT STREET, SUITE 980
W. CONSHOHOCKEN PA    19428
Country: United States

Business Phone: 610-226-4040
Fax: 610-226-4041
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 72,043,900
Total Number of Clients: 82
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BARTON INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2020-06-22
Name Title Start Date Direct/Indirect % Ownership
RILEY, JOHN, BARTON MANAGING MEMBER / PRESIDENT 05/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC SOLE MEMBER / PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2006-05-01
BARTON INVESTMENT MANAGEMENT, LLC SOLE MEMBER / PRESIDENT direct 2006-05-01
FORTE, JANNA, MARTINELLI CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
RILEY, HENRY, BARTON CO-FOUNDER/MEMBER 06/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC CO-FOUNDER direct 2006-06-01

BARTON INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

BARTON INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-09-09
Name Title Start Date Direct/Indirect % Ownership
RILEY, JOHN, BARTON SOLE MEMBER / PRESIDENT 05/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC SOLE MEMBER / PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2006-05-01
BARTON INVESTMENT MANAGEMENT, LLC SOLE MEMBER / PRESIDENT direct 2006-05-01
FORTE, JANNA, MARTINELLI CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
RILEY, HENRY, BARTON CO-FOUNDER 06/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC CO-FOUNDER direct 2006-06-01

BARTON INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
RILEY, JOHN, BARTON SOLE MEMBER / PRESIDENT 05/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC SOLE MEMBER / PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2006-05-01
BARTON INVESTMENT MANAGEMENT, LLC SOLE MEMBER / PRESIDENT direct 2006-05-01
FORTE, JANNA, MARTINELLI CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01

BARTON INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2018-04-13
Name Title Start Date Direct/Indirect % Ownership
RILEY, JOHN, BARTON SOLE MEMBER / PRESIDENT 05/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC SOLE MEMBER / PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2006-05-01
BARTON INVESTMENT MANAGEMENT, LLC SOLE MEMBER / PRESIDENT direct 2006-05-01
FORTE, JANNA, MARTINELLI CHIEF COMPLIANCE OFFICER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARTON INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01

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