COBURN BARRETT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 166464
- Registered since
- June 7, 2013
- Website
- www.coburnbarrett.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Coburn Barrett, LLC is a privately owned hedge fund organized as a limited liability company and SEC-registered since 2013. The firm operates primarily as a CPO/CTA and provides portfolio management for pooled investment vehicles, running a single hedge fund as its principal product. Its client base is institutional and the firm charges fees as a percentage of assets under management. Coburn Barrett is not positioned as a capital allocator; instead it manages its own pooled vehicle(s) and reports no active ESG program. The firm has been recognized in the industry — it was named among "Top RIA Firms to Watch" by investor.com in 2020 — and its activity centers on managed pooled strategies rather than traditional retail advisory mandates.
Assets & Accounts
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
Contacts
3 of 4THOMAS WEHLEN
Co-Founder & Senior Fund ManagerCRD 6193028
RAINER GENSCHEL
Fund ManagerCRD 6193030
ELEANOR WEHLEN
Principal and Co-FounderCRD 6193029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 636 Shrader St
- Time zone
- PT (UTC-8)
- Office locations
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