Vanbarton Group LLC is a large advisory firm based in New York. It manages $2.56 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2015.
Vanbarton Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vanbarton Group LLC is $2.56 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vanbarton Group LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pension and profit sharing plans and state or municipal government entities. The largest group of clients of Vanbarton Group is state or municipal government entities with 3 clients and $1.41 billion of assets under management. Among the 9 most similar advisory firms, Vanbarton Group has the 2nd highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $2.56 billion for 6 clients. None of the firm’s clients are foreign persons or businesses.
Vanbarton Group also advises several private funds. Namely, six real estate funds.
The company employs 30 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Vanbarton Group LLC performs its advisory services is located at 292 Madison Avenue, New York, NY 10017 6318, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-293-8800 or by fax 212-293-8805. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at vanbartongroup.com.