COBURN BARRETT, LLC

RIASEC RegisteredEst. 2013
Total AUM
$113M
Discretionary
$113M
100% of AUM
Avg account
$113M
Accounts
1
Employees
4
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
166464
Registered since
June 7, 2013
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • THOMAS WEHLEN

    Co-Founder & Senior Fund ManagerCRD 6193028

  • RAINER GENSCHEL

    Fund ManagerCRD 6193030

  • ELEANOR WEHLEN

    Principal and Co-FounderCRD 6193029

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth