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Barclay Partners Asset Management LLC (La Jolla)


Barclay Partners Asset Management LLC is a large advisory firm based in La Jolla. It manages $203 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Barclay Partners Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barclay Partners Asset Management: assets under management

The assets under management (AUM) of Barclay Partners Asset Management LLC is $203 million. The firm's AUM has grown by 654% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $88 million in discretionary accounts and $115 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.83 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.39 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barclay Partners Asset Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Barclay Partners Asset Management LLC performs its advisory services is located at 7825 Fay Ave, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-456-5514 or by fax 858-456-5515. The normal business hours are 7:30-3:30 on Monday - Friday. You can find more information about the New York firm at www.barclaypartners.com.


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