BARTON CREEK INVESTMENT ADVISORS
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 163187
- Website
- bartoncreekadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Barton Creek Investment Advisors operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While the firm does not actively engage in ESG investing, it is committed to delivering tailored investment strategies that meet the unique needs of its clientele. Barton Creek Investment Advisors does not classify itself as a capital allocator and does not function as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities60%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1DAVID ANDRUS
PrincipalCRD 2790779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3007 Barton Point Cir
- Time zone
- CT (UTC-6)
- Office locations
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