Barrier Capital Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$136M

Discretionary

$136M

100% of AUM

Avg account

$68M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 312294
Registered since: December 8, 2021
Website: www.barriercap.com
Custodians: CITI PRIVATE BANK
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Sovereign Wealth Funds93.43%
Pooled Investment Vehicles6.57%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Barrier Capital Management, LLC is an SEC-registered hedge fund manager (registered in 2021) organized as an LLC and owned by an individual. The firm’s clientele is institutional, and it operates as a commodity pool operator/commodity trading advisor (CPO/CTA) while also providing portfolio management for pooled vehicles and for businesses or institutions. Its compensation structure includes a percentage-of-AUM fee plus performance-based fees (and other fee components). Barrier identifies as a non-ESG investor and is not registered as a multi-state adviser.